Resources for the Financially Successful to enjoy a confident, abundant retirement

Explore Our Wealth of Resources and Insights to Turn Your Retirement Vision Into Reality

Explore our Wealth of Resources and Insights, to Turn Your Retirement Vision into Reality

“Retire Abundantly”

Are you really ready to retire — abundantly?

You only retire once, so you might as well get it right and not simply retire but retire abundantly. If you are already retired, or just about to retire, you have a choice. You can live, like most people do, with the thoughts and feelings — wonderings really — “I’m hopeful that I have just enough to get by and will never have to depend on my kids.”

Financially successful people in particular can do more than simply retire … they have the opportunity to retire abundantly! This takes careful planning and moving beyond risk tolerance and investment return conversations. It requires personalized advice and custom-tailored planning. This book contains practical examples and case studies of the difference this can make.

Receive a free copy when you attend one of our live events. Contact us for upcoming event dates and times.

“The Secret of Wealth With No Regrets”

What makes the difference between unlocking your wealth potential and leaving a legacy of regrets?

Doing the right things now.

The right things are counter to the things most people do. Yet that is one of the keys to wealth creation — see what everyone else is doing and do the opposite. When it comes to protecting, preserving and passing on wealth, most people take the short path, the quick answer or look for a one-size-fits-all solution. Act today with an outlook of the future that can often be generational.

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“Build Wealth Like a Shark”

In this book, Barry Spencer and Scott Noble reveal “The Three Reasons Your Financial Success Can Still Leave You With Worries”. Having money in and of itself isn’t enough to make financial success count. You’ve got to anticipate and plan so that your money can lead toward winning instead of worry. Barry and Scott were carefully selected, along with only 29 other top advisors from North America, to contribute to this book project alongside Kevin Harrington, an original “shark” on the hit TV Show “Shark Tank,” who, for the first 170 episodes of the show, sat in the seat that Mark Cuban now occupies.

Kevin left the show to help coach more entrepreneurs and have a broader impact across multiple industries. While he has generated billions of dollars in sales through his businesses, including his As Seen On TV brand, over the years, his passion lies in having an impact on people’s lives.

“Giving Transforms You!”

Does giving transform lives — even the life of the giver?

Giving not only transforms the life of the receiver, it REALLY transforms the life of the giver. Giving also transforms a family, a business and the community. It is contagious!

Everyone has their own reasons to give. For some, it’s a deeply held belief that flows from their faith. For others, it’s the desire to give back to an organization that has touched their lives or the life of a family member or friend. Still, for others, it’s a deeply held passion that moves them to give to a cause or organization.

Giving isn’t just good for your soul; it can also unlock incredible tax minimization benefits for the giver that can greatly enhance retirement savings and even cash flow.

Signed copies are available upon request when you speak with Barry.

Click below to schedule a 57-Minute Lifestyle and Retirement Freedom Conversation.

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Wealth With No Regrets®

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Articles That Address Your Most Pressing Retirement Questions  

Kiplinger contributing Authors - Barry Spencer and Scott Noble.

The appearances in Kiplinger were obtained through a public relations program. The columnists received assistance from a public relations firm in preparing the articles for submission to Kiplinger.com. Kiplinger was not compensated in any way.