Radical Retirement Roadmap: Creating Your Ideal Retirement - Starting Today! - Paperback
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Are you ready for a retirement that's truly amazing, fun, and protected?
Most retirement planning follows the same tired formula: save more, invest conservatively, and hope it all works out. But what if there's a better way?
Radical Retirement Roadmap challenges conventional thinking and reveals the strategies that most advisors overlook, dismiss, or simply don't know exist. Drawing from decades of experience helping hundreds of families across the country, R. J. Kelly shares proven approaches to:
- Answering the "Five How Questions" to create an ideal retirement
- Protect and grow your wealth through integrated, holistic planning
- Mitigate risks that could derail even the best-laid plans
- Redirect "involuntary philanthropy" (taxes) toward causes you actually care about
- Create a legacy that reflects your values and life's purpose
- Make confident decisions instead of hopeful guesses
Whether you're approaching retirement, already retired, or advising others, this roadmap provides the clarity and actionable strategies you need to secure your financial future.
It's time to think differently about retirement. It's time to make it radical!
Your retirement should be more than just financially secure - it should be the best chapter of your life.
R. J. Kelly, AEP, CAP, ChFC, CLU, MSFS, RICP, WMCP, is Founder and Chief Visionary Officer of Wealth Legacy Group(R), Inc. in San Diego, California. With clients across twenty-four states and counting, he specializes in comprehensive planning for successful entrepreneurs, professionals, their businesses, and their families - growing their wealth, mitigating risk, legacy planning, and business exit or continuity roadmaps.
Known for his ability to communicate complex financial concepts in accessible ways and find integrated solutions that other advisors overlook, R. J. has been a main platform speaker for the Million Dollar Round Table and was featured in the PBS series The Financial Advisors. He has facilitated over $100 million toward philanthropic causes while strengthening his clients' financial positions, helping them redirect "involuntary philanthropy" toward legacy outcomes aligned with their life's purpose.
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