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
