The New Reality in Our Retirement


Divided into 8 easy-to-follow sections, each designed to give you the tools and confidence to lead a highly effective retirement planning course. Each module includes an engaging video and an overview to reinforce key concepts.

What You'll Discover


  Introduction
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  Conventional Financial Wisdom
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  The Fiscal Health of the United States
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  Failure To Maximize Retirement Income
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  Unplanned Healthcare Expenses
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  Improper Estate Transfer Design
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  Losing Money in Large Market Declines
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  Failure To Have A Well-Designed Retirement Plan
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We don't have to be smarter than the rest. We have to be more disciplined than the rest."
- Warren Buffett



Rick White
Author of The New Reality
in Our Retirement


Recognized as a leading expert in “Safe Money” and “Tax-Free Retirement” strategies, Rick White has helped countless individuals and families plan for a secure financial future. Known for his focus on protecting wealth as much as growing it, Rick is passionate about financial education—whether speaking on the radio or in classrooms across the Carolinas. His work has been praised by industry leaders like Forrest Wallace Cato and featured on PBS, FoxBusiness.com, and in publications including Fortune, CNN/Money, and the Charlotte Observer. Outside of work, Rick enjoys spending time with his grandsons and visiting family in Kernersville, NC.

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