A Sit Down Meal: 21 video lessons across 4 modules. It’s a detailed,comprehensive retirement training experience. You’ll learn far more than the 8 critical questions and how to interpret your answers. You'll inevitably ask more questions of yourself. As you develop answers, your 'road map' will appear. The four modules are (1) Preparing Yourself for a 21st Century Retirement; (2) Investing Your Money for Retirement; (3) Social Security & You; and (4) Creating Your Financial Road Map to Follow. The course presents an integrated path for someone to follow if they want a worry free and financially secure retirement.
"MY HUSBAND AND I FIRST MET WITH TONY SOME 40 YEARS AGO. THOUGH NOW A WIDOW, I CONTINUE TO SEEK TONY'S ADVICE. IN ALL THESE YEARS THERE HAS NEVER BEEN A REASON TO QUESTION HIS INTEGRITY. FROM DAY ONE, WE WERE ALWAYS CONFIDENT HIS ADVICE WAS, AND IS TODAY, IN OUR BEST INTEREST".
- Nancy Grissom - retired
This course will give you:
- A comprehensive understanding of the best way to plan for retirement.
- Clarity about steps to take to avoid financial pain.
- Easy to understand language and transparency about what to expect as you plan.
What you will get:
- 21 self paced video lessons.
- Access to the Successful Retirement Secrets Facebook Group where you can connect with others facing the same issues about their future retirement.
- Access to the Resource Vault where you'll find guides, checklists and much more.
- The ability to download everything for future reference as the years roll by toward retirement.
My name is Tony Kendzior. I’ve been an entrepreneur in financial services since 1975 with 45 years of experience as a trained insurance agent, financial planner, and investment advisor. Early on, the American College awarded me two credentials which are widely recognized. The first was Chartered Life Underwriter, or CLU, and then Chartered Financial Consultant, ChFC.
I attempted to retire a few years but soon suffered from terminal boredom. Rather than re-open my financial practice, I sat down and created Successful Retirement SecretsTM. It reflects my years of thinking and expresses a new way to think about and plan for retirement.
Today, my time is spent upgrading and marketing the online school to everyone I can find. My target audience is anyone age 40 – 50 who is now starting to seriously think about their future retirement. I also spend time looking after some elderly clients whose trust has been earned over many years.
I've published two ebooks. The first is a short collection of timely ideas to help someone start thinking about retirement. It's called Your Future Retirement. Click on the book title and download a copy. If you’re enrolled in Lunch On The Go or A Sit Down Meal, you’ll find a coupon code so you can download a free copy for your library.
The next is Captive Wealth. This book describes a proven financial strategy for successful small business owners and professional athletes. It offers significant tax efficiencies, leading to additional wealth, much of which can be used for retirement. All students enrolled in courses 3 and 4 will get a free copy if you ask for one.
I arrived in Gainesville, Florida in 1959 as a freshman at the University of Florida. I graduated in 1963 with a degree in Business Administration and chose to stay here. It was followed by a Master in Education in 1975. I've been involved with countless community organizations and efforts, including the Community Foundation of North Central Florida since it’s inception.
If you want a more detailed bio, the navigation bar above has an About Us tab where you’ll find Tony's Bio which will tell you more than perhaps you need or want to know. My goal is to continue working as long as I can. I’m no longer bored and doing something both rewarding and useful.
"I HAVE NO HESITATION RECOMMENDING TONY FOR HIS ETHICS AND HIS COMMITMENT AS A CONSUMMATE FINANCIAL PROFESSIONAL. HE HAS NOT ONLY THE ABILITY, BUT THE PATIENCE TO CREATE UNDERSTANDING FOR ANYONE ANXIOUS ABOUT THE FINANCIAL CHALLENGES OF RETIREMENT".
- Steve Saker - entrepreneur, husband and grandfather
Frequently Asked Questions
"TONY IS A 'HANDS ON' ADVISOR AND HAS HANDLED MY INVESTMENTS FOR SEVERAL YEARS. I AM A RETIRED HIGH SCHOOL TEACHER AND, AS YOU CAN IMAGINE, MY CAREER CHOICE DID NOT PROVIDE ME WITH OPPORTUNITIES TO SAVE LARGE AMOUNTS OF MONEY."
- Annette Jenkins - retired educator
PreviewPlease Watch This Quick Introduction FIRST (2:44)
StartM1 - Lesson 1 - Retirement As A Concept (4:50)
StartM1 - Lesson 2 - Strategic Thinking vs Tactical Thinking (8:58)
StartM1 - Lesson 3 - How Long Will You Live? (7:51)
StartM1 - Lesson 4 - When Do You WANT to Retire? (8:48)
StartM1 - Lesson 5 - Don't Let Health Care Costs Destroy Your Retirement! (8:22)
StartM2 - Lesson 1 - Finding Your Way Through The Investment Maze (4:30)
StartM2 - Lesson 2 - Should You Go It Alone or Ask Someone For Help? (11:38)
StartM2 - Lesson 3 - Understanding Investment Risk (8:07)
StartM2 - Lesson 4 - 12 Reasons Why You Might Go Broke in Retirement (6:25)
StartM2 - Lesson 5 - The Retirement Red LIne (5:33)
StartM2 - Lesson 6 - 5 Basic Truths About Investing Money (12:14)
StartM2 - Lesson 7 - Trying to Live a Tax Free Life in Retirement (10:40)
Please accept my thanks for signing up for A Sit Down Meal. My hope is you now feel ready to take on the challenge of getting ready for your future retirement.
Please reach out to me if you have questions or concerns that I've not addressed. To the extent possible, I'll make myself available to every one of you in the years to come.
Thanks, and Happy Retirement...