It’s a sad truth that the biggest threat to one’s retirement is not having enough money to enjoy the lifestyle they have become accustomed to.
This is a situation that many, many people unexpectedly find themselves in despite working their entire lives. Limited in mobility and in cash, these poor senior citizens often find themselves near the brink of poverty. It is Daniel Rondberg’s personal mission to make sure fewer people are put into this predicament.
Daniel Rondberg is a former JP Morgan Chase banker-turned-retirement educator who has traveled the country for the last two years, raising awareness to financial professionals and consumers about the dangers of neglecting the national debt and health care crisis in the country. Daniel brings a fresh perspective to retirement education because of his background. While in college, he was hired at JP Morgan Chase. There, he quickly learned all about banking and business. This set the foundation for all the expertise he would later acquire. He later left that job to focus all his time on helping people retire.
At twenty-five, he garnered national attention when he published a case study about increasing immediate retirement income for people using fixed products in a low-interest-rate environment. At twenty-seven, he was hired by financial institutions to travel the country and speak to insurance agents, financial advisors, CPAs, and attorneys about the opportunities and dangers within the new tax reform for their clients.
His deep knowledge of this subject and his passion for it pushed him to write his best-selling book, No Stone Left Unturned, where he explores the secret power of what he calls the most overlooked provision in the tax code and the step-by-step method one can use to analyze their scenario in order to establish and take advantage of the IRS’s greatest provision to make sure that their retirement is secure.
Daniel helps pre-retirees aged forty-five to sixty-five take advantage of the strategies and the present economic environment so that they can leverage every opportunity available to them and secure the retirement that they desire. Daniel’s is an ever-growing family business whose strategy is to reinvest as much profit as possible back into their infrastructure to provide better communication tools available twenty-four hours a day, new employees to service their growing client base, and free education courses and books about all areas of retirement. They work with a full-service team of partners composed of financial advisors, CPAs, attorneys, mortgage brokers, insurance agents, bankers, real estate agents, and even a travel hacking division!
What sets Daniel apart from other retirement specialists is the sheer number of people he has helped to have peace of mind about retirement. To do this, he specializes in the proven two-step retirement formula that effortlessly erases any client’s worries about their future finances. Daniel makes business even easier for his new clients by imposing a “no net worth and deposit minimum” policy.
If you’re interested in his service, you may head on over to Daniel’s website to learn more about his book and to contact him. Connect with him on LinkedIn and check out informative videos and podcasts about finance on his YouTube channel, The Retirement Research Foundation.
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