Surviving Retirement

About the Book:

One of the scariest things about retirement is losing the safety of a paycheck. But it doesn’t have to be scary, and you don’t have to try and figure it all out on your own.

If you can come up with a solid income plan, you’ll rest easy.

We specialize in generating preservation of principal while also generating an income in retirement. So, whether the purpose of your money is to leave a legacy for your family, to cover emergencies, or something else, we can help fulfill that need.

If you follow our suggestions, you will not only survive retirement, but thrive in it, living out your dreams with peace of mind.

"Surviving Retirement offers a comprehensive and practical guide to navigating the pitfalls of retirement. Wes and Rachel's seven red flags provide invaluable insights to ensure a financially secure and stress-free post-work life."

- Holley D.

"With clear and concise advice, Surviving Retirement equips readers with the knowledge needed to avoid income shortages and make smart investment choices. This book is a must-read for anyone planning their retirement journey."

- S. Reding

"Wes and Rachel expertly address the often-overlooked aspect of taxes in retirement, providing readers with strategies to minimize tax burdens and maximize their savings. Surviving Retirement is an essential resource for those seeking to optimize their financial well-being during their golden years."

- Mark S.

About the Authors

Wes Wood

President
Wood Financial Group

Wes Wood is the founder and president of Wood Financial Group. Four-time winner of best financial advisor in Sumner County, Tennessee*, Wes has played an instrumental role in helping clients reach their financial goals for over seventeen years. Wes provides comprehensive financial strategies including wealth management and retirement planning. He gives numerous community education workshops and also reaches people through his radio show, The Retirement Income Show on WLAC. He has been featured as a financial expert on several national television shows such as Fox Business, The Willis Report and Varney & Co. With the goals and needs of his clients as his guide, Wes builds custom investment strategies. Wes graduated from the University of Mississippi with a Bachelor’s degree in Business Administration and a Minor in Accounting.

Rachel Biggerstaff

Partner, Senior Wealth Advisor
Wood Financial Group

Born and raised in Nashville, Rachel moved to Hendersonville with her family in 2000 after having attended Middle Tennessee State University. Rachel has been working with Wood Financial Group clients for over 10 years, helping them to achieve their retirement and income goals. She brings a unique perspective and passion to her role. She has a passion for serving her clients and works to ensure they understand the investment solutions she's providing. Rachel's enthusiasm, work ethic, and dedication to client satisfaction make her an invaluable addition to the Wood Financial Group Team. Outside of her time at Wood Financial Group, Rachel stays busy with her husband, five children and enjoys spending time with friends and family. She’s a member of Long Hollow Baptist Church and the Hendersonville Rotary Club and serves on the Board of Directors for the Hendersonville Senior Center.

Surviving Retirement Resources

To learn more about the ideas discussed in this book. Here’s what you do next.

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Surviving Retirement Planning Checklist

See what elements you have already checked off and what you still need.

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Surviving Retirement PDF

Review the steps needed to survive retirement.

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Checklist Check Up

Schedule a free appointment to see what individual retirement roadmaps may be available as your next step.

GETTING STARTED

Regularly voted as the best investment services company by our community*, Wood Financial Group holds itself to a high standard of integrity with a commitment to always do our best for you. From each of our offices in Middle Tennessee, we offer a full array of investment solutions, tax-reduction strategies, tax preparation services, and overall estate-planning strategies so you can live abundantly.

*As voted on by the readers of The Gallatin News, Hendersonville Standard, and the Portland Sun.

Investment advisory services are provided through Key Capital Management, Inc.

From Surviving to Thriving in Retirement

Download Your FREE Surviving Retirement Digital Book

About the Book:

"Surviving Retirement offers a comprehensive and practical guide to navigating the pitfalls of retirement. Wes and Rachel's seven red flags provide invaluable insights to ensure a financially secure and stress-free post-work life."

"With clear and concise advice, Surviving Retirement equips readers with the knowledge needed to avoid income shortages and make smart investment choices. This book is a must-read for anyone planning their retirement journey."