Where your money sits
Your money isn't one big pile. Before you decide what it should do, know where it lives and how easy it is to reach.
The liquidity ladderThe box top problem
You have the pieces. Do you have the picture?
You ever try to put together a thousand-piece puzzle without the picture on the box? That's how most folks feel about retirement.
You've got the 401(k), the savings, the old policy from twenty years ago, and advice from everybody and their uncle. You've done a lot right. But nobody's ever shown you how it all fits together.
Clarity precedes confidence.
You can't feel good about a decision when you can't see the picture. The Box Top Method gives you the picture on the box first, so every move after that makes sense.
What we'll walk through live
Every puzzle starts with the four corners. So does your retirement.
What you want it to do
Time, cash flow, or cash. Which one matters most to you? Not your neighbor. Not your brother-in-law. You.
Time, cash flow and cashWhat it costs in tax
The balance on your statement doesn't tell the whole story. Every dollar sits in a tax bucket, and most planning skips this corner.
The three tax bucketsHow your money works
Safety, growth and access. You rarely get all three at once, so every dollar needs a job on purpose.
Safety, growth and accessWho it's for
If this sounds like you, grab a seat.
- You're within about five years of retirement, on either side. That's the Retirement Red Zone, and it's when the picture matters most.
- You're retired and want to see how everything fits before you make your next move.
- You own a business and want your family and your business in one plan.
- You've got accounts in a few places, a policy or two, and nobody's ever put it all on one table.
Bring your spouse. These are kitchen-table decisions. Watch together.
Meet your host
I'm the mapmaker, not the salesman.
I grew up blue-collar in North Mississippi. I served in the Marine Corps as an infantryman and scout sniper, wore a badge as a police officer, and planted a church as a pastor. For the last decade I've worked in Medicare and retirement planning, mostly across kitchen tables.
Most folks I sit down with have done a lot right. They just can't see how it all fits. I wrote The Box Top Method so you could see your whole picture before you move a single dollar, whether you ever work with me or not.
Justin Stark
Good questions
Before you sign up
Is it really free?
Yes. The launch is free to attend. Register once and your personal Zoom link comes by email.
Is this a sales pitch?
No. The Box Top Method is education. I won't name, recommend or price a single product on the call. The point is to help you see your own picture clearly.
What time is it where I live?
Monday, November 9: 10AM Pacific, 11AM Mountain, 12PM Central, 1PM Eastern.
Do I need a Zoom account?
No account needed. On a computer your link opens right in the browser. On a phone or tablet, install the free Zoom app before Monday so you're not fumbling at noon.
Will there be a replay?
Yes, registered folks get the replay by email after the launch. The free tools are for people who join live, so if you can make it, come live.
Can my spouse come?
Please bring them. If you share one email, register once and watch together. If you each have your own, register separately and you'll each get reminders.
Will you sell my information?
No. We use it to send your link, your reminders and the replay. Unsubscribe or reply STOP anytime.
Watch the replay
Send me the replay