As a multifaceted financial and retirement expert, Rick Rodgers understands the importance of developing a long-term vision for retirement. Through his comprehensive financial plan, Rick will provide your audience with the necessary tools and information needed to save them money and seek to ensure a smooth retirement with long-lasting financial security.

In his keynote, Rick will customize his presentation specifically tailored to your audience, providing your audience takeaways regarding:

  • Integrated financial, tax, and investment strategies
  • Retirement Planning
  • Estate Planning
  • Life Insurance
  • Long-term Care/Medicare
  • Risk Management
  • Much, much more

Speaking Topics

How To Survive in Today’s Economy

Graph of investmentsIn this dynamic presentation Rick will help make sense of the economy and the financial markets.  He will show you ways to develop a strategy for accumulating wealth that will lead to financial independence.  Very few people ever achieve financial independence.  They never reach the point where they don’t have to work for money because they have sufficient wealth to support themselves.  When you are financially independent you get to choose whether you want to work or not. You don’t worry about government healthcare or social security because you have the resources to take care of these issues without subsidies.

So what are we supposed to do? If economic forecasting is impossible, how are we supposed to get ahead?  How can we prosper and accumulate the wealth that will lead to financial independence if we have no clue as to what is going to happen? In order to become wealthy you need to implement a five part strategy.  Start by resolving that from now on you are taking control of your financial future.  This five part strategy will lay out your roadmap that leads to financial independence.

Planning To Succeed

Reaching success togetherWhy does it seem like you never have enough money? Most people start out working in an entry level job that doesn’t pay much more than minimum wage.  By the time they are in their mid 40s, they are approaching their peak earnings years but have little more to show for it.  A recent survey by AARP revealed that 80% of baby boomers will have to continue working after age 65 because they can’t afford to retire.  What went wrong?

The biggest problem is that many people never planned to succeed in the first place.  Yogi Berra once said “If you don’t know where you are going, you will wind up somewhere else.”  That is true for the millions of people that would like to be financially secure but never planned how to get there.

This presentation will take audiences through the stages of life and examine the many small decisions that are needed to achieve big financial success.  Starting with the spending disciplines necessary to lead to saving and investing opportunities that can lift an ordinary life out of the slavery of just getting by to one of financial security.  The presentation will conclude with an action plan to help attendees start down the road of financial independence.

Rebuilding Your Retirement

Retirement nest eggThe debate about whether Social Security faces a problem and needs to be fixed is over. The 2011 trustees report, which was released May 2011, shows that the program already faces massive permanent annual deficits. In net present value terms, Social Security owes $9.1 trillion more in benefits than it will receive in taxes.

Pensions are also on the way out.  Private companies can’t get rid of them fast enough.  Public pensions are unsustainable in their current form.  A Pew Center study shows that state pension fund liability climbed 26% in one year to $1.26 trillion in 2009.

Personal savings has also had a rough couple of years. The Great Panic of 2008 blew a big hole in millions of Americans’ retirement portfolios. Millions more didn’t have significant retirement savings to begin with, and recent events haven’t exactly enticed them into the investment markets.

If your retirement plan is off course, you need a new three-legged stool to rebuild your retirement.  Rick will teach you the steps you need to rebuild a retirement that will seek to provide the income you need to retire for as long as you need it.

Couples Finance 101

Couple working on a budgetCombine the expectation of divorce for new couples hovering around 50 percent with a variety of studies that suggest money is the most divisive topic for couples, and you get a formula for disaster. Financial expert, Rick Rodgers doesn’t think it has to be that way.

One reason for financial tension is that most couples don’t know how to communicate effectively.  This presentation will explain in a light-hearted way why couples argue about money and how they can develop better communication. Every couple’s ultimate goal should become financially independent – when you no longer have to work for money because your money is now working for you.  Financial independence can only be achieved with both spouses work together to reach their common goals.

This presentation will take the audience through the three reasons couples fight about money, the five steps to better communication and conclude with a roadmap to financial independence.