Deciding when to take Social Security is one of your most important retirement planning decisions. You only get one chance to decide, and you could be leaving hundreds of thousands of dollars on the table if do it wrong.
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Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping people create a personalized game plan to spend more money, pay less taxes, and enjoy retirement on their terms.
People worry most about whether they have enough money to retire and whether it'll last through their retirement.
It doesn't have to be a problem you ignore because you can't find the answers.
Instead, take my 10-minutes assessment and book a 1-hour call where I'll show you what steps you need to take next.
https://calendly.com/bereketkelile/retirement-assessment-strategy-call
My Substack page: https://babystepstoretirement.substack.com/
What is Plan Your Kaiser Retirement?
From repairing F-16 avionics in the Air Force to guiding Sacramento’s medical professionals through financial transformation, my journey has always been about service, precision, and purpose. With a background in economics and experience as a political pollster, I now coach clients using the Ramsey Baby Steps—helping others achieve financial peace just as my wife and I did. I specialize in supporting those in the healthcare community, including Kaiser, Sutter, and Dignity Health employees, because I know this world well—my wife’s been part of it for over 20 years.