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Bradley Clark, CFP RICP MBA Bradley Clark, CFP RICP MBA
3 minute read

Table of Contents

Welcome to Money, Confidence, and Retirement

Hi, I’m Bradley Clark, a Retirement Income Expert, former Motley Fool Publisher, and the author of Be the Bird.

If you’re here, chances are you’re looking for clear, practical advice on how to:
        Avoid toxic financial products and advice
        Finally solve your retirement planning puzzle
        Achieve confidence in your financial future

You’re in the right place! 

I break up the blog's content into 6 key categories:

  1. GOALS.  Types of goals, setting financial goals, values and goals, implicit goals.
  2. PROTECTION. How to protect yourself from the core 10+ retirement income risks with a variety of strategies.
  3. INCOME.  How to assemble an Income Floor to finance your Needs.
  4. TAXES.  How to thoughtfully and strategically manage this huge liability on your balance sheet today and tomorrow (for you and the people you love).
  5. INVESTMENTS.  The "perfect portfolio" and how to mold it to your situation.
  6. CONFIDENCE.  A great plan is necessary but insufficient to achieving what we all want in our financial lives - the feeling of Relaxed Confidence.

Start With These 13 "Pillar" Posts

In blogging a "Pillar" post gives a great overview of an important topic, and offers you jumping off points to explore further.   Here are my 13 Pillar Posts, organized by category....enjoy!

GOALS

Goals - How to Find Your True North

Earmarks

The Gift of Giving

PROTECTION

Resilience and Risk

The Financial Advice Industry

INCOME

Putting a Floor Beneath Your Feet

Real Estate Income in Retirement

TAXES

Taxes in Retirement

Is a Roth Conversion Right for You?   

INVESTMENTS

Your 4 Assets

Your Retirement Portfolio

CONFIDENCE

Confidence, Optimism and Retirement

The Decumulation Dilemma

...and why should you listen to me?

Since founding my wealth management firm in 2016, I’ve helped clients confidently plan for retirement by focusing on simple, effective solutions. I wrote Be the Bird to make these ideas accessible to everyone. When I’m not writing or working with clients, you’ll find me on my blog sharing the strategies that have helped so many people transform their retirement outlook.

Beyond this Blog

  1. Explore from this start page
  2. Watch my free videos or sign-up for my free retirement income class
  3. Grab a copy of my book Be the Bird to unlock clear retirement planning insights.
I’m glad you’re here. Let’s finally put the pieces together and solve your retirement puzzle...and learn to enjoy relaxed confidence!

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