You've Built the Nest Egg. Now How Do You Turn It Into a Paycheck?
Watch the short video below. Jeff Yeakle, CFP®, walks through the income-first framework we use to help retirees spend with confidence, not guesswork.
Watch the VideoThe Tax-Aware Income Framework We Use to Build Retirement Plans
A tax-aware approach for pre- and post-retirees with $750K+ in investable assets.
Like what you heard? Let's put it to work.
See how this framework applies to your specific retirement situation.
Three Pillars. One Coordinated Plan.
Most retirement strategies treat income, investments, and taxes as separate problems. We build them to work together.
Retirement Income
We use retirement income guardrails to give you a clear, written framework for how much you can spend, and when to adjust. No guessing, no emotional decisions when markets shift.
Investment Alignment
Retirement changes the job your portfolio needs to do. We structure your investments to support withdrawals, manage through market fluctuations, and stay aligned with your income plan.
Tax Coordination
Two retirees with the same withdrawal can end up with very different after-tax results. We structure income decisions with tax considerations in mind, not as an afterthought.
Retirement Income Guardrails
Think of guardrails on a mountain road. They don't stop you from driving. They protect you so you can drive with confidence.
We set a starting income based on your goals, then define two clear thresholds. If your portfolio grows past the upper rail, you may have room to spend more. If it dips below the lower rail, you temporarily pull back. Between the two? You're in the comfort zone. No changes needed.
For illustrative purposes only. Does not represent any specific individual's situation or guarantee future results. Actual guardrail levels vary based on your personal financial circumstances.
This Evaluation May Be Right for You If...
You're 50 or older and have saved $750,000 or more for retirement
You want a clear plan for turning savings into a retirement paycheck
You want to explore strategies that may lower your lifetime tax bill
You have an advisor but want a second opinion on your income strategy
Schedule Your Free Retirement Evaluation
Walk away with a clear picture of what your retirement paycheck could look like, the guardrails that would guide it, and the tax pressure points that could affect your lifetime tax bill.
No obligation. No spam. We intentionally limit the number of new clients we take on each month.
Frequently Asked Questions
What is the purpose of the Free Retirement Evaluation?
The purpose of the Free Retirement Evaluation is to help you understand what it looks like to work with MY Wealth Management and to determine whether our retirement-focused expertise is a good match for your needs.
Our goal is to build long-term relationships, not a quick transaction. The evaluation is educational in nature and designed to provide clarity before any long-term decisions are made.
Is there any obligation to work with MY Wealth Management?
No. There is no obligation to become a client by completing the Free Retirement Evaluation.
Think of it like meeting with a specialist. You would not visit a podiatrist for a heart condition. In the same way, this evaluation helps you understand what it looks like to work with us and helps us confirm whether our expertise aligns with your retirement needs. The goal is mutual clarity, not commitment.
How is MY Wealth Management different from other financial advisors?
MY Wealth Management focuses on the needs of individuals age 50+ who are preparing for or already in retirement. Our work centers on retirement income planning, tax strategy, and investment management for this stage of life.
Our clients work with a team rather than a single advisor, giving them access to support from multiple professionals with varied experience. Before you decide to work with us, we offer a complimentary evaluation that outlines the planning areas we can assist with so you can determine whether our approach is a good fit.
How does MY Wealth Management earn compensation?
The Free Retirement Evaluation is completely free and comes with no obligation.
If you choose to work with us after the evaluation, we are compensated through a transparent, percentage-based advisory fee for ongoing retirement planning, tax-aware investment management, and portfolio oversight. All fees are fully disclosed before any engagement begins.
Our current advisory fee schedule is:
- 0.89% on the first $1.5M we manage
- 0.40% on amounts above $1.5M
- Minimum Annual Fee of $4,000
Do you offer one-time planning?
No. Our focus is on long-term partnerships. If you’re looking for hourly or one-time planning, we recommend the Garrett Planning Network.
Can you work with clients in other states?
Yes! We work with clients nationwide through virtual meetings and take steps to protect client information and privacy.
Is my information secure?
Yes.
We take data privacy seriously. Your information is handled securely and used solely to support the Retirement Evaluation and related follow-up communication. We do not sell or share personal information, and your information can be deleted upon request.