Retirement Specialist Rick Rodgers

The New Retirement Realities:

Will your retirement be comfortable and worry-free . . .
or uncertain?

Read more »

Don’t Retire Broke:
An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom

Using easy-to-understand language and real life examples, Rick teaches you how to avoid savings pitfalls and tax landmines – many you may not even know about – so you can enjoy the retirement lifestyle you want.

Available Now.

Learn More

Provocative. Entertaining. Knowledgeable.

Rick Rodgers is America’s leading Retirement Specialist and he’s given millions of people retirement planning insights as a guest on dozens of television programs from FOX Business to The 700 Club. Now you can get him LIVE to speak to your employees or conference attendees!

To receive more information about Rick's availability or fee schedule, please contact us. If you are an individual or family looking for an independent financial planner to provide unbiased financial advice, learn more about Rick’s wealth management firm, Rodgers & Associates.

“He inspires you to look at your retirement plan differently by setting goals, having a plan with an investment strategy for the long-term, and investing efficiently.”

— Kristi Baker, Director Of Development, Junior Achievement

Planning to Retire?

Thirty years ago, retirement planning was simple and predictable: you had your company pension, personal savings and social security.

Those days are long gone. Pensions – private companies can’t get rid of them fast enough. Personals savings – vanished. Social security – fading fast.

But people are still retiring and now – more than ever before – they need to protect their savings, create income for their retirement and establish tax strategies which allow them to retain their wealth.

Having enough cash and an income stream that won’t outlive their longer lifespans is the challenge faced by retirees these days. And with a sour economic market, more complex tax laws and rising health costs, maintaining – even establishing – a comfortable retirement won’t be easy.

Welcome to the retirement’s new reality.

And say “hello” to Rick Rodgers, America's Retirement Specialist.

Rick’s 4 C’s of Retirement Planning

  • Clarify what your financial situation and retirement goals are.
  • Create a lasting relationship with your advisor based on objectivity, trust, accountability and integrity.
  • Construct a strategy which best addresses your unique financial situation and goals.
  • Commit to that strategy – no matter what the market is doing.

Newsletter Signup

Book Rick for your next corporate event or conference to teach your managers, employees and colleagues how to plan now for retirement. Learn More

Rick’s Insights

Your 401(k) is one of your most important tools to minimizing taxes. Don't use more than you need.