The tax bill you’ll pay in 2035 is being decided right now.
Revealed in the briefing
A free Retirement Killers™ briefing
The Perfect Financial Storm 2027
Seven potential threats to the retirement you’ve worked a lifetime to build.
Each one alone is manageable. What happens when they converge is the question most plans have never been asked. In 90 minutes, the briefing shows you all seven, and how to find out which are closest to yours.
On demandAbout 90 minutesFreeNothing sold
We are not predicting a storm.
Forecasters separate a watch from a warning. A watch means the conditions are in place, so it is the right time to get ready. What you keep matters in any weather.
Today · Storm watchThe conditions are in place.
Seven threats are already underway to some degree. This is when your options are widest.
Not today · Storm warningThe storm is already here.
The worst time to make big decisions. Nobody builds a shelter once the storm arrives.
The one question
Your statement tells you what you have. It can’t tell you how much you keep.
Most successful people have never seen that number. The briefing shows why it is missing, and who can work it out for you.
0%Hold that number. The briefing tests it.100%
Retirement account summaryExample
401(k) · pre-tax$1,240,000
Traditional IRA$610,000
Brokerage · taxable$150,000
Total balance$2,000,000
What you will keep
Hypothetical statement for illustration only.
The seven Retirement Killers
Which systems are over your plan?
Tap each threat that could apply to you and watch it move in on the radar. You will see what each one is. How it reaches your wealth, and what families do about it, is what the briefing reveals.
0
of 7 systems over your plan
Mark the threats that could apply
Your marks, not a rating. Your Storm Rating comes from the 5-minute Scorecard or a conversation with an advisor.
Revealed only in the briefing
What you will learn in 90 minutes.
None of this is a product pitch, and none of it requires you to believe a crisis is coming. It is the part of the picture that usually falls between your CPA and your advisor.
Why money above $250,000 at one bank is legally a loan to that bank, and the 2010 law that decides who absorbs the loss next time.
The tax break on your home that was set in 1997 and has never been adjusted, while your home’s value has.
Why your 401(k) is really a loan from the government, and why the repayment terms are still “to be announced.”
The most expensive day in a marriage, and why the spouse left behind can pay more tax on the same income.
The tax you have paid on every paycheck since 1943, and what it says about how today’s conflicts will be paid for.
AI’s second financial question: the one almost nobody is asking, and why it points at retirement accounts.
The one wealth principle the ultra-wealthy use that multiplies, or shrinks, every other one.
Three questions to ask your CPA before December 31, and what the answers tell you.
The Two Futures model: two paths from where you are today, and how to tell which one you are on.
Where the opportunities hide
Every threat has answers. Three secrets show where to look.
The question is not whether answers exist. It is which ones fit you, and in what order. That depends on your numbers, which is why the full explanation lives in the briefing and the conversation, not on a web page.
Your 401(k) is a loan from the government. Repayment terms: to be announced.
Revealed in the briefingSome of the options you have today won’t survive the storm.
Revealed in the briefingThe briefing · step one
Watch The Perfect Financial Storm 2027.
An educational 90-minute briefing hosted by a participating advisor. Keep a pen handy: you will make a mark each time a threat applies to you, and leave knowing exactly how to turn that count into a real answer.
The 90 minutes, in order
- 01The one wealth principle most successful people miss
- 02The question your statement can never answer
- 03The seven Retirement Killers of 2027, and how each reaches your wealth
- 04Why the real danger is what happens when they collide
- 05Three secrets, including why your 2035 tax bill is being decided now
- 06How to find out exactly how exposed you are
Your hostBrook De VincenziThe professional who invited you
Guest expertJeffrey ThompsonNearly 29 years in financial services
Admit one · Free
The Perfect Financial Storm 2027
On demand · about 90 minutes · bring your spouse
Watch now, at your own pace
- ✓ Not a forecast, a scare or a product pitch
- ✓ Nothing is sold during the briefing
- ✓ Works with your CPA, never around them
Your two choices
Ready now, or not ready yet.
You do not have to wait for the briefing. If you already know some of these threats are close to your plan, talk to an advisor directly.
Ready now
Book your Storm Explorer Conversation
About 30 minutes with a participating advisor, by Zoom or phone, built around your Storm Rating.
- No cost. No obligation.
- No solutions discussed in the first meeting.
- If nothing applies, you will hear that, and keep your reports.
- One “no thanks” closes the invitation. Your CPA stays in charge.
Your advisor’s calendar goes here. Conversations are booked directly with the participating advisor who invited you. This button connects once their booking link is set.
Not ready yet
Get your Storm Rating
The Retirement Killers Scorecard: a few quick questions, about five minutes. See where you stand on all seven threats, with a CPA Brief to keep.
- Your Storm Rating the moment you finish
- Only the CPA questions that matter for your plan
- Yours to keep, whatever you decide next
Your advisor’s personal Scorecard link goes here. Each advisor has their own Scorecard, so your results reach the right person.
Most valuable if
$1 million or more in IRAs, 401(k)s or other plansWithin 10 years of retirement, or already thereA business, practice or assets that have grownRequired distributions you don’t needYou want to leave more to family than to taxes
Questions & answers