The Real Deal on Retirement

The Truth About Retirement Income Planning and Investing

John D VanWeelden MBA CAP AIF NSSA

Reimagine Retirement Planning: How to Create Stable, Increasing, Tax-Efficient, Lifetime Income

Gone are the days of traditional retirement planning. The idea that you can simply save a certain amount and retire with confidence is flawed, dangerous even, as it does not account for today’s volatile financial markets, increasing life expectancy, interest rates, and every individual’s unique retirement lifestyle needs. Drawing from his experience advising retirees through some of the most financially turbulent decades, VanWeelden doesn’t just offer another retirement guide—he challenges the conventional wisdom, revolutionizes the way we approach retirement, and cuts through the myths, hype, and propaganda to reveal the truth about retirement income planning and investing.

VanWeelden’s solution is simple and highly effective: Truly reliable retirement planning is based on creating stable, increasing, tax-efficient, lifetime income, and, above all else, mitigating risk. Using this practical guide, you will identify how to generate all the income you’ll ever need while minimizing the various risks along the way. Whether you have an abundance of resources or you’re just hoping what you have will last a lifetime, this is your comprehensive road map to retire with unwavering confidence, unlock the full potential of your years of hard work, and achieve your retirement dreams.

John VanWeelden is an author, speaker, coach, teacher, and retirement advisor.

John’s passion is helping retirees live their best lives ever. By cutting through the myths, hype, and propaganda of the mainstream financial media to reveal the hidden truths about retirement planning and investing, John empowers retirees to make the most of all they’ve accumulated throughout their working lives through his firm’s unique, holistic approach to integrating retirement, income, investment, insurance, tax, health care, survivorship, and estate planning.

John is the owner and principal of VanWeelden Financial Group (VFG), an independent financial services group located in West Chester, Ohio. Established in 1999, VFG includes VanWeelden Wealth Management,

LLC, a Registered Investment Advisory firm; and VanWeelden Group, LLC, a licensed insurance agency. Together, VFG specializes in providing truly comprehensive retirement services and fee-only wealth management to individuals and families at or nearing retirement, throughout the United States.

John earned his MBA, as well as undergraduate degrees in both physical and social sciences, from Miami University in Oxford, Ohio. An Accredited Investment Fiduciary, John also holds the designation of Chartered Advisor in Philanthropy, a post-graduate degree combining advanced studies in estate and charitable planning, and that of National Social Security Advisor.

John and his wife, Diane, a professional life coach, and managing partner of VanWeelden Financial Group, are a dynamic duo in both business and personal endeavors. Together for over 35 years and now empty nesters, they work hard and play hard. When they aren’t working in their businesses, you will likely find them working out in the gym, camping, hiking, swimming, gardening, training dogs, or on a beach enjoying the great outdoors.