Episodios

  • 8. Annuities, Whole Life Insurance & 401Ks — What Most People Get Wrong

    8. Annuities, Whole Life Insurance & 401Ks — What Most People Get Wrong
    May 21 2025
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me: calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog///////////////After the last episode on how 401(k)s can fail you in retirement, the comments exploded — some supportive, some skeptical, and many full of strong opinions. People said whole life insurance is a scam. Annuities are a joke. And 401(k)s? Sacred ground. So in this episode, I’m taking you deeper into the truth behind these financial tools. You'll learn why 401(k)s, while helpful for accumulation, fall short when it comes to creating guaranteed income, protecting your wealth, and covering long-term care. I’ll share why I never had a 401(k), how my husband cashed his out, and why we now use annuities and dividend-paying whole life insurance as part of our retirement strategy. If you’ve ever wondered what actually belongs in a secure retirement plan — and what doesn’t — this lesson is for you. ⏱️ TIMESTAMPS: 0:00 – Why I’m revisiting this topic: Comments, criticisms, and real questions 02:00 – My story: No 401(k), entrepreneurship, and what I learned from my husband’s 04:30 – Why financial education is mission-critical in retirement planning 07:00 – The (surprising) history of the 401(k) and what it was really designed for 08:30 – The 6 major drawbacks of 401(k)s for retirement income 21:00 – What whole life insurance actually does (not just a death benefit!) 24:00 – How annuities provide guaranteed income for life — and protect your future 28:00 – Answering the big question: “What if I die early with an annuity?” 29:00 – Comparing fees: 401(k)s vs. annuities vs. whole life 33:00 – Let’s talk about commissions and transparency 35:00 – 2 key questions every retiree should ask about their income plan 37:30 – 401(k) vs. annuity vs. whole life: What each tool is actually good for 38:30 – Retirement Income School: The education we all deserved 39:30 – How to schedule a free Retirement Income Q&A Call with me Show Links 📅 Want to Find Out More? Schedule a Q&A Call with Dr. Amanda → www.RetirementIncome.School 💰 Join Us in the Retirement Income School™ → www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube → www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™ → www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda Email: DrAmanda@RetirementSolutionsFinancial.com Phone: 1-866-444-2997 LinkedIn: @RetirementIncomeSchool
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    40 m
  • 7. The #1 Thing Missing from Most Retirement Plans (And Why 401Ks Aren’t Enough)

    7. The #1 Thing Missing from Most Retirement Plans (And Why 401Ks Aren’t Enough)
    May 14 2025
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me:calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog ///////////// You did everything right — you saved, you worked hard, you built up your 401K. But now you’re nearing retirement, and instead of peace of mind… you feel uncertain. So here’s the question no one asks: What happens when it’s time to actually use that money? In this lesson, we’ll unpack why 401Ks don’t provide real retirement security — and what smart retirees do instead to protect their wealth, create guaranteed income, and retire financially relaxed. What You’ll Learn: Why your 401K isn’t enough on its ownHow safe money strategies like annuities and whole life insurance build lifetime incomeWhat smart retirees do differently to avoid running out of money TIMESTAMPS 00:00 – The question no one asks: how do you turn savings into income? 01:00 – The real gaps in traditional 401K-based retirement planning 03:00 – Tax risks and long-term care: where 401Ks fall short 05:00 – Accumulation vs. Distribution: the missing phase in retirement education 07:00 – What smart retirees do differently: guaranteed income, safe money, longevity planning 09:00 – Fixed index annuities explained: protect your principal, create income for life 10:00 – Whole life insurance: tax-free income, long-term care benefits, and peace of mind 12:00 – The 4-step system to build your income plan 14:00 – Why we’ve never been taught this before — and why it matters now 16:00 – The #1 takeaway: your retirement plan isn’t complete without protected income 17:00 – What to do next: educate yourself, expand your strategy, and get the right expert help Show Links 📅 Want to Find Out More?: Schedule a Q&A Call with Dr. Amanda https://calendly.com/rsf-dramanda/initial-consultation 💰 Join Us in the Retirement Income School™: www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube: www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™: www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda: Email: DrAmanda@RetirementSolutionsFinancial.com Phone: 1-866-444-2997 LinkedIn: @RetirementIncomeSchool 👩‍🏫 About Dr. Amanda: Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and Social Security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. DISCLAIMER: The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    19 m
  • 6. Safety-First Retirement Planning: How to Build an Income Floor You Can Count On

    6. Safety-First Retirement Planning: How to Build an Income Floor You Can Count On
    May 7 2025
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me:calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog ///////////// True peace of mind in retirement doesn’t come from guessing—it comes from guaranteed income. In this episode of the Retirement Income School™, we explore one of the most important foundations of safe retirement planning — building your income floor. This is the core strategy behind the "safety-first" approach: making sure your essential expenses are covered by guaranteed income sources, no matter what the markets do. You’ll discover how to shift from a savings-based mindset to an income-based strategy, why predictable cash flow brings peace of mind, and how to calculate and close your own income gap using tools like Social Security, pensions, and annuities. Whether you’re planning for retirement or already there, this episode will give you the clarity and confidence to secure your financial foundation and enjoy the upside from there. Timestamps: 00:00 – Why true peace of mind comes from guaranteed income 00:45 – What an income floor is and why it matters 01:30 – The savings trap vs. income mindset 02:30 – Identifying your essential expenses 04:00 – Top sources of guaranteed income (Social Security, pensions, annuities) 06:00 – Example of building a $6K/month income floor 07:00 – What if you have no pension or annuity? 08:00 – How securing the floor unlocks upside potential 09:30 – Visualizing the Floor + Upside Pyramid 10:30 – Personalizing your plan based on age, health, and risk tolerance 11:30 – Step-by-step: Identify, calculate, determine the gap, and fill it 12:30 – Favorite solution: annuities with lifetime income riders 13:30 – Retirement paycheck mindset: 100% essential coverage for 30+ years 14:30 – Next steps: schedule a Q&A call and subscribe for more lessons Show Links 📅 Want to Find Out More?: Schedule a Q&A Call with Dr. Amanda https://calendly.com/rsf-dramanda/initial-consultation 💰 Join Us in the Retirement Income School™: www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube: www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™: www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda: Email: DrAmanda@RetirementSolutionsFinancial.com Phone: 1-866-444-2997 LinkedIn: @RetirementIncomeSchool 👩‍🏫 About Dr. Amanda: Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. ////////// Disclaimer:The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    15 m
  • 5. [Guaranteed Income Blueprint] LTC Expense Shield™: 3 Smart Ways to Cover Long Term Care Costs

    5. [Guaranteed Income Blueprint] LTC Expense Shield™: 3 Smart Ways to Cover Long Term Care Costs
    Apr 30 2025
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me:calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog ///////////// LTC Expense Shield™: Part 3 of the Guaranteed Income Blueprint™ What’s the biggest retirement risk most people ignore? Long-term care costs. In this final lesson of the Guaranteed Income Blueprint™, Dr. Amanda reveals how to protect your income, assets, and independence using the LTC Expense Shield™ — a flexible, 3-part strategy that shields your retirement from rising care expenses. You’ll discover: Why 70% of retirees will need long-term care — and how much it really costs What Medicare doesn’t cover (and why that matters) How to use hybrid solutions like whole life insurance, fixed index annuities, and traditional LTC insurance to create customized protection Common LTC myths that could cost you your legacy — and what to do instead Whether you want simple in-home coverage or maximum protection across all care settings, this episode shows you how to build a plan that fits your life — and keeps your retirement financially relaxed. Timestamps:00:00 – Why long-term care is one of the biggest retirement threats 01:50 – What Medicare really covers (and doesn’t) 03:20 – The true cost of long-term care for men vs. women 05:15 – Common myths and misbeliefs about needing care 07:35 – Why “my family will take care of me” can backfire 10:00 – The 3-part LTC Expense Shield™ explained 11:10 – How to use whole life insurance with LTC riders 14:30 – How annuity income doublers protect you from rising care costs 17:50 – Traditional long-term care insurance options 21:40 – Comparing benefits and coverage flexibility 25:00 – Real-life example of a couple layering all 3 solutions 26:50 – How LTC Expense Shield™ helps reduce retirement risks 28:00 – How to start building your custom LTC strategy today Show Links📅 Want to Find Out More? Schedule a Q&A Call with Dr. Amanda:https://calendly.com/rsf-dramanda/initial-consultation 💰 Join Us in the Retirement Income School™: www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube: www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™: www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda: Email: DrAmanda@RetirementSolutionsFinancial.com Phone: 1-866-444-2997 LinkedIn: @RetirementIncomeSchool 👩‍🏫 About Dr. AmandaDr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. //////////DISCLAIMER: The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    29 m
  • 4. [Guaranteed Income Blueprint] SafeFlow Income™: Lifetime Retirement Income with Annuities

    4. [Guaranteed Income Blueprint] SafeFlow Income™: Lifetime Retirement Income with Annuities
    Apr 30 2025
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me:calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog ///////////// SafeFlow Income™: Part 2 of the Guaranteed Income Blueprint™ Want guaranteed income for life without market risk? In this Retirement Income School™ lesson, Dr. Amanda continues the Guaranteed Income Blueprint™ — her 3-part Safe Money System designed to help you retire financially relaxed. This lesson dives into SafeFlow Income™ — how to create your own personal pension using fixed index annuities to generate income you can’t outlive. You’ll discover how to: • Protect your savings from market volatility • Lock in lifetime income • Avoid the #1 retirement fear: running out of money Dr. Amanda also clears up common annuity myths and explains how SafeFlow Income™ helps shield your retirement from longevity, inflation, and rising healthcare costs — giving you peace of mind for the decades ahead. Timestamps: 00:00 – Introduction: Fear of Running Out of Money 01:00 – The #1 Retirement Fear and Why Planning Matters 02:30 – Longevity Risk and Lack of Retirement Planning 04:00 – Withdrawal Dilemma: Spending Too Much or Too Little 05:00 – The Solution: Creating Lifetime Income 06:00 – What is an Annuity and How It Works 07:00 – Addressing the Myths About Annuities 08:00 – Myth: "Annuities Are Too Expensive" 09:00 – Myth: "You'll Lose Control of Your Money" 10:00 – Myth: "Annuities Don't Grow" 11:00 – Myth: "They're Only for Old People" 12:00 – Myth: "Insurance Companies Keep Your Money" 13:00 – Why Financial Experts Recommend Annuities 14:00 – How Lifetime Income Annuities Work (SafeFlow Income™) 15:00 – Fixed vs. Fixed Index vs. Variable Annuities 16:00 – Immediate vs. Deferred Annuities Explained 17:00 – Funding Options: Lump Sum, Flexible, or Rollover 18:00 – How Annuity Advisors Are Paid (No Fees to You) 19:00 – Custom Annuity Features: Joint Survivor, Inflation Protection, LTC Doublers 21:00 – Beneficiary Options and Legacy Planning 22:00 – Traditional Retirement Plans vs. SafeFlow Income™ 23:00 – How SafeFlow Income™ Protects Against Top Retirement Risks 24:00 – Key Takeaways and Next Steps Show Links 📅 Want to Find Out More?: Schedule a Q&A Call with Dr. Amanda:https://calendly.com/rsf-dramanda/initial-consultation 💰 Join Us in the Retirement Income School™: www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube: www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™: www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda: Email: DrAmanda@RetirementSolutionsFinancial.com Phone: 1-866-444-2997 LinkedIn: @RetirementIncomeSchool 👩‍🏫 About Dr. Amanda: Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. /////////// DISCLAIMER: The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    26 m
  • 3. [Guaranteed Income Blueprint] Smart Life Plan™: Whole Life Insurance for Retirement Income

    3. [Guaranteed Income Blueprint] Smart Life Plan™: Whole Life Insurance for Retirement Income
    Apr 30 2025
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me:calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog ///////////// SmartLife Plan™: Part 1 of the Guaranteed Income Blueprint™ Did you know whole life insurance isn’t just about what happens after you’re gone? In this lesson from the Guaranteed Income Blueprint™ — Dr. Amanda’s 3-part Safe Money System — we explore the SmartLife Plan™, a foundational strategy that uses dividend-paying whole life insurance to create guaranteed retirement income. You’ll uncover 10 hidden benefits of whole life insurance — including: • Tax-free income access • Lifetime protection • Market-proof cash value growth • Built-in legacy and wealth transfer Dr. Amanda also breaks down common myths and misunderstandings that keep people from using this powerful safe money solution. Whether you’re new to whole life or ready to implement it into your income strategy, this lesson will help you see it in a whole new light. Timestamps:00:00 – Welcome and overview of the Smart Life Plan™01:00 – Whole life insurance as a retirement income tool02:00 – Common myths about life insurance debunked04:00 – Who can benefit from whole life insurance?06:00 – What makes whole life insurance “smart”?07:00 – 10 Hidden Benefits of the Smart Life Plan™08:00 – #1: Lifetime coverage11:00 – #2: No contribution limits13:00 – #3: Predictable, guaranteed growth14:30 – #4: Protection from market volatility15:30 – #5: Guaranteed death benefit17:00 – #6: Dividend payments18:30 – #7: Penalty-free access to funds20:00 – #8: Powerful tax advantages23:30 – #9: Long-term care benefits25:00 – #10: Efficient estate planning and wealth transfer28:00 – How Smart Life Plans solve major retirement risks30:00 – Recap and next steps in the Guaranteed Income Blueprint™ seriesShow Links📅 Want to Find Out More?:Schedule a Q&A Call with Dr. Amanda💰 Join Us in the Retirement Income School™:www.RetirementIncome.School📽️ Watch Retirement Income School™ Content on YouTube:www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™:www.retirementsolutionsfinancial.com/guaranteed-income-blueprint📬 Contact Dr. Amanda:Email: DrAmanda@RetirementSolutionsFinancial.comPhone: 1-866-444-2997LinkedIn: @RetirementIncomeSchool 👩‍🏫 About Dr. Amanda:Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.///////////DISCLAIMER: The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    32 m
  • 2. [Guaranteed Income Blueprint] A Safe Money System to Secure Lifetime Retirement Income

    2. [Guaranteed Income Blueprint] A Safe Money System to Secure Lifetime Retirement Income
    Apr 23 2025
    Like what you heard in this episode? Here's how I can help:1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income2. Schedule a Retirement Income Q&A call with me:calendly.com/rsf-dramanda/initial-consultation🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog ///////////// What if you could retire with complete peace of mind — knowing your income is guaranteed, your wealth is protected, and you’ll never be a burden to your family? In this episode of the Retirement Income School™ podcast, Dr. Amanda walks you through the Guaranteed Income Blueprint™ — her 3-part Safe Money System designed to help you retire financially relaxed. You’ll learn how to avoid market volatility, lock in lifetime income, and shield your assets from long-term care costs using powerful, tax-advantaged strategies like whole life insurance and fixed index annuities. If you’re building toward retirement or already there, this episode is your foundation for clarity, confidence, and control. Timestamps: 00:00 – Welcome to the Retirement Income School™ 00:33 – Why Safe Money Solutions are key to retirement security 01:00 – The 5 Big Risks threatening your retirement income 03:00 – The problem with focusing only on net worth, not income 04:00 – Introduction to the Guaranteed Income Blueprint™ 05:00 – Strategy 1: Smart Life Plan using whole life insurance 07:00 – Strategy 2: SafeFlow Income using fixed index annuities 10:00 – Strategy 3: LTC Expense Shield for long-term care coverage 12:00 – Shocking stats: 70% will need long-term care 13:00 – Why Medicare doesn’t cover what most people assume 14:00 – The power of safe money principles and tax-advantaged growth 15:00 – Customizing the Blueprint for your phase of retirement 16:00 – What to expect in the next 3 Blueprint lessons 17:00 – How to build your personal Guaranteed Income Blueprint™ Show Links 📅 Want to Find Out More? Schedule a Q&A Call with Dr. Amanda: https://calendly.com/rsf-dramanda/initial-consultation 💰 Join Us in the Retirement Income School™ www.RetirementIncome.School 📽️ Watch Retirement Income School™ Content on YouTube www.youtube.com/@RetirementIncomeSchool 💰 Watch The Guaranteed Income Blueprint™ www.retirementsolutionsfinancial.com/guaranteed-income-blueprint 📬 Contact Dr. Amanda Email: DrAmanda@RetirementSolutionsFinancial.com Phone: 1-866-444-2997 LinkedIn: @RetirementIncome.School 👩‍🏫 About Dr. Amanda Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone. She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence. /////////// DISCLAIMER: The information in this podcast is provided for general educational purposes only and does not constitute financial, legal, or tax advice. The Retirement Income School™ and Dr. Amanda Barrientez do not provide individual investment recommendations. Always consult with a licensed advisor or tax professional before implementing any strategy discussed.
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    18 m
  • 1. Welcome to the Retirement Income School - Safe Money Solutions to Retire Financially Relaxed!

    1. Welcome to the Retirement Income School - Safe Money Solutions to Retire Financially Relaxed!
    Apr 18 2025

    Like what you heard in this episode? Here's how I can help:
    1. Watch my free training on how to get PREDICTABLE RETIREMENT INCOME: www.retirementsolutionsfinancial.com/predictable-income
    2. Schedule a Retirement Income Q&A call with me:
    calendly.com/rsf-dramanda/initial-consultation

    🎥 The YouTube version of this video is here: www.youtube.com/@RetirementIncomeSchool
    ✍🏼 The Blog Version of this video is here: www.retirementsolutionsfinancial.com/blog

    /////////////

    Welcome to the first episode of the Retirement Income School™! ☆ Before we dive in, grab your free retirement tools and exclusive resources at www.RetirementIncome.School. ☆

    In this inaugural episode of the Retirement Income School™ podcast, host Dr. Amanda introduces listeners to the foundational concepts of securing a financially relaxed retirement. The discussion centers around "safe money solutions," emphasizing strategies that prioritize the preservation of capital while ensuring steady income streams during retirement. Listeners will gain insights into risk management, the importance of diversified income sources, and the steps to build a retirement plan that offers peace of mind.

    Timestamps:

    00:00 – Introduction to the Retirement Income School™ podcast
    01:15 – Understanding "Safe Money" and its significance
    02:45 – Common misconceptions about retirement planning
    04:10 – Strategies for preserving capital in retirement
    05:30 – Building diversified income streams
    06:50 – Closing thoughts and what's next

    Show Links

    📅 Want to Find Out More?:
    Schedule a Q&A Call with Dr. Amanda

    💰 Join Us in the Retirement Income School™:
    www.RetirementIncome.School

    📽️ Watch Retirement Income School™ Content on YouTube:
    www.youtube.com/@RetirementIncomeSchool

    💰 Watch The Guaranteed Income Blueprint™:
    www.retirementsolutionsfinancial.com/guaranteed-income-blueprint

    📬 Contact Dr. Amanda:

    Email: DrAmanda@RetirementSolutionsFinancial.com
    Phone: 1-866-444-2997
    LinkedIn: @RetirementIncome.School

    👩‍🏫 About Dr. Amanda:

    Dr. Amanda is the founder of Retirement Solutions Financial™ and creator of the Retirement Income School™ and Guaranteed Income Blueprint™. After losing her father and helping her mom navigate retirement, she felt called to help others avoid the stress and confusion of planning alone.

    She specializes in safe money strategies using dividend-paying whole life insurance, fixed index annuities, long-term care coverage, and social security claiming strategy. Her mission? To help you protect your wealth and enjoy a secure, stress-free retirement with confidence.
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    7 m
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