Protected Income in Retirement

For more than 38 years, the Retire Smarter family has helped advisors deliver an exceptional experience to their clients. Consult your advisor about our solutions available to help meet your retirement needs.

Discover

Simple &
Transparent.

Forward thinking retirement's biggest financial concerns; We think much differently about managing risk to better protect you and your family.

Know

Solutions that last as long as you do.

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Built for Your Benefit

A smarter approach to holistic financial planning.

How you plan your finances in retirement is just as important as your journey of saving for retirement.

It’s important to understand the options available to help protect the assets you’ve spent a lifetime accumulating.

Planning for Specific Outcomes

Just don't lose the money honey.

We rescue retirements by doing what many financial experts are unwilling to do — Pay attention, be careful and pick the tools that maximize the upside of the markets while eliminating market risk to principal, and being very uncomfortable with the possibility of seeing our clients take any losses.

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Planning for Specific Outcomes

Just don't lose the money honey.

We rescue retirements by doing what many financial experts are unwilling to do — Pay attention, be careful and pick the tools that maximize the upside of the markets while eliminating market risk to principal, and being very uncomfortable with the possibility of seeing our clients take any losses.

Mark Recny
Tuesday | May 28, 2019 / Published in 2-Minute Article, Insights, Living in Retirement

Why you may be paying your money manager to under-perform the market—And how to fix it.

We make the case below for why you may be paying your money manager to under-perform the market. We’ve all been taught to Buy and Hold —So we explored who benefits from it the most. The mutual fund industry is the world’s largest skimming operation, a $7 trillion trough from which fund managers, and brokers
Mark Recny
Tuesday | April 30, 2019 / Published in 3-Minute Article, Insights, Retirement Planning

Learn when a 6% withdrawal rate is better than a 6% gain.

Learn when a 6% withdrawal rate is better than a 6% gain — And what you need to do to insure your rate of return for protected income in retirement.
Mark Recny
Monday | June 04, 2018 / Published in Press Releases

Retire Smarter Launches as an Independent Firm

Atlanta, June 4, 2018 — Retire Smarter launches as an independent retirement planning firm combines business, financial and retirement planning expertise. Simple, Transparent Retirement Planning.TM Plan Smarter.TM With all of the noise around retirement planning, investing can be scary. We founded our company as an answer to what we see to be a flawed system
Mark Recny
Monday | March 05, 2018 / Published in 3-Minute Article, Retirement Planning

Why you need an estate plan – even if you don’t have an estate.

Why you need an estate plan – even if you don’t have an estate.    
Mark Recny
Friday | January 05, 2018 / Published in 3-Minute Article, Insights, Retirement Planning

Understanding variable annuity fees – and its lasting impact on your retirement savings.

Understanding variable annuity fees – and its lasting impact on your retirement savings.
Mark Recny
Monday | August 21, 2017 / Published in Insights

Small ideas change everything.

Retire Smarter rescues retirements by doing what very few financial advisors are willing to do – Be careful, pick the tools that maximize the upside of the markets, while absolutely eliminating market risk to principal, and being very uncomfortable with the possibility of seeing our clients take any losses. We were born from the idea
Mark Recny
Friday | February 17, 2017 / Published in Insights, Retirement Planning

Investment Strategies

Welcome to Retire Smarter. Retire Smarter provides innovative marketing solutions to advisors through investment strategies, income planning and final expense and insights to help meet the diverse needs of our clients. We were born from the idea that a new era needed a new way to provide professional retirement planning. Learn how our proven strategies
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Let us know a little bit more about you and we will match you with a Retire Smarter Advisor in your area.

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