Coastal Boomers of The Grand Strand

24/09/2025

💡 The Truth About Retirement Nobody Tells You

After years of working with retirees, I kept hearing the same thing: “I wish I had known this sooner.”
Not about money alone—but about the hidden challenges, unexpected joys, and tough choices that shape this season of life.

That’s why I started The Savvy Retiree Digest. Each week, I’ll share the lessons, stories, and strategies that can help you protect what you’ve worked so hard for—and create the retirement you deserve.

It’s free. It’s real. And it’s written with you in mind.

👉 Join the conversation today at www.thesavvyretireedigest.com

Let’s make these years your best years.

24/09/2025

🚀 Ready to Retire Smarter?

Most people don’t realize the biggest retirement pitfalls are the ones they never saw coming.

That’s why I created The Savvy Retiree Digest—a free weekly email packed with tips, insights, and strategies to help you:
✔ Avoid costly mistakes
✔ Stretch your money further
✔ Enjoy more of what matters

👉 Sign up free at www.thesavvyretireedigest.com

Retirement doesn’t come with a roadmap—let’s build one together.

24/09/2025

After years of working with people navigating retirement, I noticed the same theme kept popping up: most folks don’t know what they don’t know. And it’s often the overlooked details that can trip you up—or keep you from fully enjoying the years ahead.

That’s why I created The Savvy Retiree Digest—a free weekly email designed to spark real conversations about the joys, challenges, and opportunities of retirement.

Each week, you’ll get practical insights, surprising tips, and thought-provoking stories to help you avoid costly mistakes, stretch your money further, and make the most of this chapter of life.

👉 It’s free to join—just sign up at www.thesavvyretireedigest.com

I believe this can help a lot of people, and I’d love for you to be part of the journey. Let’s make retirement not just something you get through—but something you thrive in.

See you inside The Savvy Retiree Digest!

17/09/2025

Free daily newsletter with interesting news briefs and fun facts relevant to Boomers.

16/09/2025

16/09/2025

Here's the thing: you can't become a master of anything overnight.

Your finances are the same way. Sometimes people hear us talk about Backdoor Roth Conversions and want to jump to that step before creating a budget.

That's why we created an episode to talk through how to think about all of these core financial categories and how to think about them no matter what level you are on.

Let us be clear though: there is no shame in being a beginner. In fact, we've seen clients build 7 figure portfolios while never leaving the beginner stage of multiple categories!

To watch us walk through each of these categories and expand a lot more than just two sentences, check out our new episode out now on all platforms!

16/09/2025

https://zpath.in/hi/Larry

14/09/2025

05/09/2025

03/09/2025