The Intentional Exit

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Watch Episode 12 👇
https://www.youtube.com/watch?v=G9rqEtVIWwk

Survivor Retirement Stress Test 👇
https://tools.leadershiplegacypro.com/survivor-retirement-stress-test

06/18/2026

Your pension gives you three options. Here's a fourth one most people never hear about:

Take the full amount — the highest monthly income — and use part of that extra money to fund a simple term life insurance policy.

If you pass away first, your spouse gets a tax-free death benefit. If your spouse passes first, you can stop the policy or keep it for the kids. Either way, nobody has to guess who goes first.

Episode 12 of The Intentional Exit is live now.
https://www.youtube.com/watch?v=G9rqEtVIWwk

Episode 12 of The Intentional Exit is live.If you have a pension — or you will one day — this episode walks through a de...
06/17/2026

Episode 12 of The Intentional Exit is live.

If you have a pension — or you will one day — this episode walks through a decision that could be worth tens of thousands of dollars to your household: how to choose (and optimize) your survivor benefit option.

Watch now on YouTube. Link below.
https://www.youtube.com/

06/17/2026

Here's the question hiding inside almost every pension decision:

Take the full amount — if you pass away first, your spouse gets nothing. Take a little less — your spouse gets half if you pass first. Take even less — you both get the same lower amount for life.

You're not just picking a number. You're being asked to guess who's going to die first. Episode 12 of The Intentional Exit is live now — and there's a way to stop guessing.

06/17/2026

If you have a pension, you've probably been running the same mental loop: Who's going to live longer?


Which option do I take? What if I get it wrong?

The options on your paperwork aren't the only options you have. There's a way to optimize your pension income without turning it into a guessing game.

Episode 12 of The Intentional Exit drops Wednesday at 6 AM — and this one will change how you think about the whole decision.

Most people don't discover retirement risks until it's too late. See how your retirement plan scores with this free Survivor Retirement Stress Test: 👇
https://tools.leadershiplegacypro.com/survivor-retirement-stress-test

06/16/2026

You have a pension? Congratulations — that puts you ahead of most people heading into retirement.

But there's a catch most people never hear about. It's not about how much you saved. It's about a decision buried in your pension paperwork that most people get wrong without realizing it.

Episode 12 of The Intentional Exit drops tomorrow at 6 AM. If you have a pension — or you will one day — this one's for you.

06/16/2026

Welcome to Monday Keys — one idea every week to help you take back control.

This week's key: The Health Key.

Everyone talks about retirement like it's purely a money question — save enough, retire, done. But almost nobody talks about where retirement actually begins. It's not your 401(k). It's the grocery store.

You can save millions for retirement. But if your body doesn't make it there in good shape, none of that money can be enjoyed the way you planned.

This week's key: start putting the healthy foods in your cart. That's where your intentional exit really begins.

New key every Monday on The Intentional Exit.

General health information, not medical advice. Educational content only, not investment, tax, or legal advice.

06/15/2026

I've sat across from too many widows who didn't know where the checkbook was.

Women who'd been married for decades. Women whose husbands loved them. Women who had no idea where the accounts were, who to call, or how the bills were paid.

Nine times out of ten, the man holds the financial keys — and statistically, the man goes first.

This is a completely preventable situation. Episode 11 of The Intentional Exit is on YouTube now.
https://www.youtube.com/watch?v=bGehcZw_gW4&t=843s

06/14/2026

Have you heard of "moneymaxxing"? It's the trend (started by Gen Z) of optimizing every dollar to make your money work as hard as possible.

It's actually solid advice... while you're still working and saving.

But here's the catch — once you move into retirement, the game changes. Income timing, tax timing, and inflation timing all start affecting your money in new ways. Saving and optimizing become two completely different things.

If you want to understand how to apply this thinking the right way in retirement, check out Episode 2 (Income vs Savings) and Episode 5 (Saving Isn't Optimizing) of The Intentional Exit podcast. Link below 👇

Episode 2: https://www.youtube.com/watch?v=SJaoHj0iBIY&t=214s
Episode5: https://www.youtube.com/watch?v=K0nN0HnpI3M

06/13/2026

Be honest with us — what's the one thing you feel least in control of in retirement?

A) Taxes going up
B) Market swings
C) Outliving your money

Drop your answer in the comments. We read every one.

06/13/2026

Did you see this stat? 67% of Americans say they're more afraid of running out of money than they are of dying. 😳

This is from Allianz's brand-new 2026 retirement study, and it's been all over the news and social media this week.

Here's the thing — it doesn't surprise me at all. Even people who've done everything "right" with their savings can still run out of money in retirement if a few critical pieces are missing.

If this stat hit close to home, check out Episode 5 (Saving Isn't Optimizing) and Episode 7 (Your Retirement Bucket Is Broken) of The Intentional Exit podcast. We break down exactly why smart savers still run out — and what you can do about it.

You don't have to be one of the 67%. Link to listen below 👇
Episode 5: https://www.youtube.com/watch?v=K0nN0HnpI3M&t=32s
Episode 7: https://www.youtube.com/watch?v=p8uNFivprPs&t=33s

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Fayetteville, AR
72701

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+14797175110

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