Revenue Sourcing
"If the American people ever allow private banks to control the issue of their currency first by inflation, then by deflation, the banks and corporations that will grow up around them will deprive the people of all the property until their children wake up homeless on the very continent their fathers conquered." Thomas Jefferson
We live in difficult and unprecedented times. Using traditional planning strategies to plan for your retirement will likely not get you where you want to be. A new planning environment requires new methodologies to help you succeed. If you are looking for a solution that makes sense in light of the current economy and investing conditions you’re in the right place!
What Is Revenue Sourcing & How Is It Different Than Traditional Wall Street Advice?
Revenue Sourcing is a retirement planning strategy developed for today’s unique economic environment.
- The Revenue Sourcing system uses a two bucket approach consisting of a "Stable Assets Bucket" used to identify & lock in future retirement revenues & an "Inflationary Asset Bucket" used to protect those revenues from future inflation & its erosion of purchasing power over time.
- Traditional Wall Street advice uses a one bucket, buy & hold approach comprised of Stocks, Bonds, ETFs & Mutual Funds which hurt retirees during the deflationary periods of economic cycles like we experienced from 2000-2012, and are experiencing again in 2022-2023.
Revenue Sourcing Steps
Step 1
Identify the level of retirement income needed or desired.
Step 2
Identify when the income will be needed.
Step 3
Build the Revenue Sourcing Maps. Include: Social Security income, pension income, earned income, business income, and income from investments.
Step 4
Once the Revenue Sourcing Map is built, adjust allocations & do long term tax management.
At the present time there is no better model to preserve and protect your retirement from the ravages of deflation and inflation. Revenue Sourcing is the retirement strategy designed to achieve a comfortable, stress free retirement no matter what direction the stock market, inflation or interest rates are headed.
To get started on a Revenue Sourcing plan request "The Essential Reports You Need for a Financially Secure Retirement!"
To get started on a Revenue Sourcing plan request "The Essential Reports You Need for a Financially Secure Retirement!"