Racing to Retirement


Is there enough gas in your retirement tank to cross the finish line?

Are you still running in the race to retirement? Is your retirement still on track? Or do you need a pit stop to check your strategy and retirement vehicle’s functioning?

Think of retirement like the Indy 500 race: You are the driver, the star of the show. The ultimate goal is to get across the retirement finish line. Your car is your retirement plan—you need a good car to begin with but also maintenance and corrections to keep you in the race. Plus, a top pit crew—your team of financial planners, financial advisors, CPAs, and/or lawyers—is a must-have for a winning race car driver. We’re here to deliver strategies for retirement —just like a pit stop is required to change the tires, add gas, and make winning adjustments—to get you back on the track as quickly as possible and across the finish line.

Register for our webinar below to determine if you're retirement ready and how you can take your financial planning to the next level

Racing to Retirement (1)

Watch the webinar now!

3 steps to retirement readiness

Watch immediately ON DEMAND or register for the next session

Hosts: David Hollander & Stefan Wilson, IndyCar driver

Racing, much like retirement, is a game of anticipating what may come in the future, much of which is unanticipated. Throughout a 500-mile race, the strategy evolves frequently, and the elements affecting performance are numerous and diverse: pit stops, cautions, driver feel, tire performance and degradation, weather and racetrack conditions, fuel and mileage, engine revving, and track position. The strategists funnel all factors into strategic decisions, then communicates them to you, the driver of your retirement. This flow of decisions, particularly under the caution flag, can put you in position to win or take you out of the race. Excessive chatter in your ear and emotions in this race are not just distractions—they can be dangerous to your retirement future.

The race is won almost equally by the timing of pit stops, management of fuel and tires, and strategy under the yellow as it is by raw speed, car performance, and outstanding execution and adjustments. Neither a driver nor the strategists can execute a perfect plan—there are too many unknown, in-the-moment factors that influence the race’s outcome—but preparation from the start can put them in the best place to have a shot to win the race.

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Download the guide

Racing to Retirement - Retirement Income Planning Workbook

Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early-or late-to take charge of your retirement.

This workbook covers:

  • Visualizing your retirement by uncovering your goals and dreams for your retirement life.
  • Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
  • Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.

In the race to retirement, you are your only competition. We work all our lives, like one big, long race, for a chance at the winner’s circle of retirement. But keep in mind: No one shows up to a professional race having started training last week. Athletes train for years to get their shot to get it right, to win the race. Retirement is the same—it takes years, often almost our whole working lives, of preparation to achieve our ideal retirement.

Though retirement is a race of one, environmental factors, like interest rates, Social Security income reduction, tax changes, and market corrections, can jeopardize your chance to finish the race. To weather these potholes and unforeseen circumstances, you need knowledge about the complexities of retirement and how everything fits into a winning strategy. Retirement is the most complex aspect of the entire financial planning spectrum; things like investment returns, life changes, market corrections longevity, health, and the economy have long-lasting and far-reaching implications. Whether you’re playing catch-up on your retirement savings or building on a head start, we can help you stay on track and build preparedness into your financial plans.

The 500-mile race to retirement is a long track. What can you do to prepare now for your future retirement? Do you know how much money you’re going to need to live your ideal retirement? How can you cover the gap between your expenses and income? What strategies will you use to generate income in retirement and live within your risk tolerance level? Do you have enough gas in your retirement tank to make sure you’re still running at the end of the race? We’re here to help.

Register for our webinar below to determine if you're retirement ready and how you can take your financial planning to the next level

Racing to Retirement (1)

Watch the webinar now!

3 steps to retirement readiness

Watch immediately ON DEMAND or register for the next session

Hosts: David Hollander & Stefan Wilson, IndyCar driver

Liberty Group proudly partnered with IndyCar driver Stefan Wilson, who ran the 105th Running of the Indianapolis 500 and joined the five-time Indianapolis 500-winning Andretti Autosport team in 2021's race.

Credit: INDYCAR PHOTOGRAPHY
Credit: INDYCAR PHOTOGRAPHY