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Take the Guesswork Out of Planning for Retirement with Eunicia Peret

Take the Guesswork Out of Planning for Retirement with Eunicia Peret

Aug 29, 2023

If you're feeling overwhelmed and uncertain about your financial future, despite trying to save and invest, then you are not alone! Many individuals find themselves stuck in a cycle of financial insecurity, unable to achieve their desired retirement goals. They may be following generic, “cookie-cutter” financial advice or relying on outdated strategies that fail to consider their unique circumstances and goals. As a result, they miss out on the opportunity to maximize their wealth and secure a personalized financial plan that can lead to a prosperous retirement.

Personalized doesn't just mean that it's yours. It means that your situation is unique, and because of that, the methodology and approach that you take has to equally be as unique and as customized to you and your specific needs. - Eunicia Peret

In this episode, you will be able to:

  • Gain insights into the crucial role personalized financial strategies play in a successful retirement.
  • Recognize the hidden negatives of generic retirement plans that might be risking your financial future.
  • Appreciate the benefits that can be garnered by engaging cooperative effort within your financial planning team.
  • Grasp the added value of adept tax planning tactics that could help you in wealth accumulation.
  • Adopt a forward-thinking perspective about the need for a squad of financial experts for viable retirement savings.

My special guest is Eunicia Peret, and she brings a wealth of knowledge in assisting individuals secure their financial futures. Her knack for developing tailored financial strategies and her entrepreneurial drive sets her apart as a compelling wealth strategist. Eunicia has a sharp eye for identifying the dangers lurking in one-size-fits-all retirement strategies and takes proactive steps to circumvent them, guiding her clients on a clear path to financial stability. She champions the concept of a unified financial team that works as your “quarterback” to seamlessly reduce financial leakage and maximize rewards.

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About Eunicia Peret

Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry.   Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. 

Her passion is to help multi 6 and 7-figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement. 

Based on serving hundreds of clients, Eunicia is a strong believer that those that don't have a personalized and holistic financial strategy will only get a fraction of the results. 

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy.  The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients’ financial team is working in unison to minimize financial leakage. 

Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.   

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

Eunicia's Website/Links

About Kendall Hagensen

Kendall is a Somatic Mental Health Therapist, Multidisciplinary Clinic Owner and Business Coach. She specializes in, and is passionate about, working with healthcare professionals to create the businesses of their dreams. Big goals always have a psychological component beneath the surface, so Kendall uses her background in Somatic Psychotherapy and EMDR Therapy mixed with Business Coaching tools to help clients develop a healthy relationship with their business and their strength as a leader. 

As someone who lives with a chronic illness herself, Kendall feels that health happens best within community, which is why she takes a holistic, integrative, and collaborative wellness approach to her personal and professional life.

Kendall’s Web/Social Links