What if the whole systems crashes?

When it seems like the system is about to collapse and the markets are going to crash, do you pull your money out? I walk through how I have those conversations with my clients and how we come up with a plan for what to do next--if it's nothing. You'll also hear my tips for taking on a big, hairy, audacious goal with confidence and consistent action.
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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-minute assessment and book a 1-hour call where I'll show you what steps you need to take next.

Check out the resources I created for you: https://daveramseyadvisor.com/

What is Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers?

Plan Your Kaiser Retirement is the podcast for Kaiser Permanente employees in California who want clarity and confidence about retiring. Each episode breaks down your Kaiser pension options, 401(k) strategies, Social Security timing, Medicare, and California taxes—in plain English—so you can answer “When can I retire?” and turn your savings into a reliable monthly paycheck.

Whether you’re in your 40s planning ahead or in your 50s preparing to exit, you’ll learn how to coordinate pension + Social Security, use the Roth window (59½–70), avoid IRMAA surprises, and choose benefits with confidence. Hosted by Sacramento-based financial advisor Bereket Kelile, with deep family ties to Kaiser, this show is built for healthcare professionals who want a clear plan—not generic advice.

Retire with clarity. Retire on purpose.