How to Make Your Retirement Savings Last 30 Years

Brad breaks down a retirement strategy that helps you stop worrying about outliving your money. He introduces the *floor and upside income strategy*—a simple yet powerful approach that combines guaranteed income sources like Social Security and annuities (the “floor”) with growth-oriented investments (the “upside”) to create both stability and flexibility in retirement. Through a real-life example of a couple from Springfield, Brad shows how this method can cover essential expenses while still allowing for growth, travel, and legacy planning.

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🟦About

Hi, I’m Brad Pistole, a Retirement Income Certified Professional® (RICP®) and Certified Financial Fiduciary® (CFF®). My mission is to help individuals and families navigate the complexities of retirement planning with efficient, reliable strategies tailored to their unique financial goals.
With a heavy focus on income planning strategies, Social Security optimization, tax efficiency and estate planning, I will add extreme value to your retirement.

I work with clients not only in the Ozarks, but all across the country to create personalized retirement solutions that provide security and peace of mind.
Whether you're nearing retirement or already retired, I am committed to helping you protect and grow your assets while ensuring a steady, tax-efficient income for the future.
All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.

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