Ryan Thacker - The B.O.S.S. Retirement Blueprint: Your Guide to a Secure and Independent Retirement

Advance Praise

Do you want to feel more confident about how to retire with more than enough income and still leave a legacy? With interesting and relevant stories from real families, Ryan and Tyson Thacker share their processThe B.O.S.S. Retirement Blueprintto help make the most of your retirement so that you can minimize your stress (and taxes!) and maximize your enjoyment of this next phase of y our life.

Dan Sullivan, Founder of Strate gic Coach

The Retirement Brothers take whats complex and make it simple and easy to understand. Ryan and Tyson have done it again with their latest book! They have a unique way of using the power of story to make financial planning interesting and easy to understand. This is a must-read for anyone ov er fifty!

Joe Bayliss, published author, en trepreneur

Tyson and Ryan have my complete trust and confidence. In a world full of doubt, polarization, and false messaging, Tyson and Ryan Thacker are unique professionals; they are the personification of ethical behavior and integrity with unparalleled professiona l acumen.

Richard Dout re Jones,
VP/general manager Nexstar Broadcasting Inc. (ABC4Utah, Utahs CW30, MeTV Utah)

Having worked with Tyson and Ryan, it was evident from the first conversation how much these guys, and their entire team, care. Every interaction Ive had with them is 100% about learning, growing, and serving, and for that reason, I am excited for this book to be in the hands of anyone aspiring to do more with what t hey have!

Ron Alford, senior partner,
Southwestern Consulting

As Ive come to know Tyson and Ryan, Ive been impressed with the depth of their knowledge and their empathy towards others. Their approach to this industry is worthy of e mulation.

David McKnight, author of The Pow er of Zero

In an industry where trust is hard-earned, Ryan and Tyson have gained it by doing things the r ight way.

Gina Rainey, Advi sors Excel

As a fellow financial advisor and business owner, I have gotten to know both Ryan and Tyson pretty well over the past several years. They are both tremendous leaders and men, and their company takes the time and energy to help fulfill their passion of building their clients true goals-based plans, which we dont always see in the investment planning arena. I respect Tyson and Ryan not just as business leaders, but as excellent fathers, husbands, and friends.

Derek L. Gregoire, founding partner,
SHP Financial

Ive known Ryan and Tyson for many years now. They are highly respected leaders in the financial industry and more importantly, they are men of impeccable integrity combined with practical experience and soun d advice.

C. Pete Benson, senior partner, autho r, advisor

I admire Ryan and Tyson for their passion of working with families to understand their financial goals and help build plans to achieve them. Their key differentiator is they do not consider themselves money managers, insurance people, or tax specialists, but problem solvers that leverage all financial tools to provide the most effective and tax efficient way for people to enjoy the best chapter in their lives! I wish more advisors thought this way!

Jim Bowman, Advi sors Excel

As Ive worked with Tyson and Ryan, Ive been impressed with how freely they share with all who could benefit from their knowledge and wisdom. Their generosity with all they come in contact with is a driving force behind the growth and success of their business.

Cody Foster, Advi sors Excel

Ive had the pleasure of getting to know Tyson and Ryan over the past several years. They are unquestioned leaders in the field of helping families plan for a secure retirement. You are about to enjoy a fantastic book where they share much of their knowledge. A great readand great inf ormation.

Michael D Reese, CFP, CEO, Centennia l Advisors

The B.O.S.S. Retirement Blueprint will provide you wise counsel. This book is a cornerstone to help you prepare for a happy and carefree re tirement.

David Callanan, co-founder Advi sors Excel

The B.O.S.S. Retirement Blueprint is a wise, practical guide that simplifies the complex issues and questions of retirement into an intelligent, executable plan. Im excited for you to have the benefit of their experience and expertise, to help fulfill your retiremen t dreams.

Shannon Waller, entrepreneurial team strategist
at The Strat egic Coach

THE

B.O.S.S.

RETIREMENT

BLUEPRINT

YOUR GUIDE TO A SECURE

AND INDEPENDENT RETIREMENT

Advisory services offered through B.O.S.S. Retirement Advisors, an SEC-registered investment advisory firm. Insurance products and services offered through B.O.S.S. Retirement Solutions. The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal, or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the US government or any governmental agency. B.O.S.S. submitted applications and paid application fees to be considered for the Inc. 5000 and Best of State awards. The award results were independently determined by each organization based on their criteria and the information B.O.S.S. provided in the app lications.

Bob and Carol are a fictional couple. All numbers are hypothetical and for educational purposes only. Actual results may vary.

copyright 2021 TYSON THACKER & RYA N THACKER
& Infinity publi shing, LLC

All rights reserved.

The B.O.S.S. Retirement Blueprint
Your Guide to a Secure and Independent Retirement

isbn 978-1-5445-0904-4 Hardcover

978-1-5445-0902-0 Paperback

978-1-5445-090 3-7 Ebook

Contents

Introduction

Bob and Carol had both worked hard all their lives, saving and investing for their retirement. As this milestone drew nearer, though, they wondered if theyd done enough. Looking back over the years, they saw the patchwork of financial decisions theyd made. How did they fit together? What did those decisions mean to them now? What did they mean to their future? To their family s future?

Both Bob and Carol had a lot of concerns as they got closer to retirement. They were concerned about paying too much in taxes, the rising costs of healthcare, andthe big concern most people face in retirementflat-out running out of money.

Their concerns were more than financial, though. They wanted to build their best life, not just their wealth, in their golden years. They both wanted to become more involved in service to their church and their community. They also wanted to pursue what they loved; Bob wanted the time and the means to hunt and fish more, and Carol wanted to further explore her passion for painting.

And then, the big one: family. The couple wanted to take trips with their kids and grandkids. They wanted to make memories. Like we all do, right?

But could they? Despite all their efforts to work hard and save over decades, was it even possible?

Their questions were valid and all-too-common. Did you know that 40% of Americans are at risk of going broke during their retirement years? Did you know that whether youve saved a little or saved a lot, that percentage could still very well in clude you?