Download Your Retirement Income Checklist

You’ve heard David Brooks on the radio, now find out how he can help guide you on the path to your retirement goals!

What do you need to have in place before you retire?

Planning for retirement today looks different than it did 20 years ago. This booklet breaks down the 10 key financial aspects modern retirees should consider.

Inside you’ll learn:

  • How long, on average, today’s retirees can expect to live (it’s increased significantly since the 1940s)
  • What the “sequence of returns” is and how it can relate to your investments
  • The average cost retirees could pay in long-term care (hint: it’s upwards of $40,000)
  • Much more!

Fill out the form below to download

Your Retirement Income Planning Checklist!

  • This field is for validation purposes and should be left unchanged.

Tune in to Retire SMART Omaha with David Brooks

NewsRadio 1110 KFAB
Sundays from 9 - 10 a.m.


Looking for more personalized retirement advice?

Attend one of our financial workshops!

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Retire Smart, LLC., are not affiliated companies.

Investing involves risk, including the potential loss of principal. Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 722832