If you have $1,000,000 in your retirement portfolio, you're doing about ten times as well as the majority of Americans?1
But regardless of how much you have saved, your lifestyle is still potentially at risk.
In this special presentation, I'll be talking about these risks and giving you actionable information on how to prepare for them.
I'll also be personally answering any questions you may have.Save your seat
Why the wealthy can still run out of money in retirement.
Why I believe successful Americans need to worry about higher taxes.
The powerful questions I use to help successful retirees choose the right way to retire and protect their lifestyles.
My name is James Runey and I am the founder of Runey & Associates Wealth Management in Mount Pleasant, SC. I would like to help you manage the transition into retirement because the same tactics that got you to retirement will not always get you through retirement.
As a holder of the Chartered Financial Analyst(R) designation, I have completed one of the most rigorous investment education programs in the world. I hold a BS in Mechanical Engineering and an MBA, both from the University of South Carolina.
Before I began working with investors and retirees, I worked as an investment banker and private equity investor in China and Singapore.
I use the knowledge I gained as a professional investor to help our clients navigate uncertain markets and find joy in retirement spending.