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The Good News is

A comprehensive MERIT Plan will take care of you and your family whether you have a Long Life, Short Life, Rough Life, Sick Life, and when you finally move into The Next Life.”

— Charlie Jewett

Charlie Teaches

Three Simple Planning Models

The MERIT Model

For living the best retirement possible, follow this Retirement Planning Model:

  • Mortgage Planning
  • Estate Planning
  • Retirement Planning
  • Insurance Planning
  • Tax Planning

The Three INs

You must have at least these three types of accounts:

  • IN-Case
    (emergency)
  • IN-Come
    (stability)
  • IN-Crease
    (prosperity)

The Five Lives of Retirement

Your retirement plan must take good care of you and your family whether you have a:

  • LONG Life
  • SHORT Life
  • ROUGH Life
  • SICK Life
  • and into the NEXT Life

KHON2 | Living808

Renovating Retirement with Charlie Jewett on TV

Understanding ‘Sequence of Returns’

Creating tax free income

More Resources