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Education & Resources

Stay ahead of the curve with the latest Retirement Articles, Podcast, and Guides designed to help you build the life of your dreams.

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Retirement Planning

Worried about retirement? Not sure if you have enough? Don't know where to get started? Get the answers you need today. Get your free retirement plan today.

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Tax Optimization

Don't overpay on taxes.  Let our team of tax processionals find you ways to reduce your taxable income, and minimize your tax liability.

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Wealth Management

Tired of the same old "60/40 hope & pray" or "annuity" options? Get a personalized solution designed for your peace of mind.

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Kickstart your financial success with step-by-step guidance, hands-on resources, and daily group accountability check-ins.

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LATEST FROM THE BLOG

Level Up Your Financial Skills

Our weekly retirement blog has everything you need to better understand your current financial situation, plan for the future, and stay ahead of the financial curve.

End of Year Tax Moves for a Down Market

Nov 08, 2022

Market Update October 2022

Oct 31, 2022

NICE TO MEET YOU

I'm Leibel Sternbach

In 2007, I watched my business crash around me as I discovered firsthand what the word "recession" meant.

Since then, I have made it my mission to ensure that my clients and I never have to worry about how we are going to put food on the table, a roof over our heads, or running out of money in retirement.

Today, I am a retirement specialist with lots of letters after my name, including: EA - Enrolled Agent with the IRS,  NSSA - National Social Security Advisor, ChFC - Financial Consultant (like a CFP but better :-), APMA - Portfolio Management Advisor.) I am also CTO for a national FinTech firm that supports hundreds of Financial Advisors, Thousands of Clients, and Billions in Assets.

I have written an Amazon best-selling book on financial planning (Living with Financial Anxiety), and I have been featured in Forbes, The Wall Street Journal, Reader's Digest, InvestmentNews, MarketWatch, LegalZoom, CNN Business, USA Today, ThinkAdvisor, WealthManagement, FOX, CBS, NBC, Yahoo! Finance, and many other websites.

I am also an active member in the FIRE (Financial Independence and Retire Early) community, I publish a weekly blog called "Retirement Weekly," and co-host a weekly podcast called "Leibel on FIRE" which is frequently featured on the national AARP radio program "New Beginnings." 

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ONLINE RESOURCES

The Yields4U Money School

Take control of your future with these Financial Independence & Retirement (FIRE) resources.

Classes & Workshops

Attend an upcoming retirement class and access on-demand courses.

Discover step-by-step how to take control of your finances and build the life of your dreams.

 

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Guide:
Social Security Maximization

Don't Leave Money on the Table! Learn The 4 Social Security Benefits you are entitled to (including spousal and ex-spousal benefits) and how to verify you are getting the right amount!

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Guide:
Pay Zero Taxes in Retirement

Are You Ready For The Tax Hike of The Century?

Discover how to leverage the IRS rules that allow the wealthy to minimize their tax bills!

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LIVE:
Leibel on FIRE

Join Leibel Sternbach and National Radio Show host Freddie Bell each week as discuss finances, retirement, and how to achieve financial security and FIRE in today's fast paced  world.

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