You're Retired... Now What?

The Purpose-Driven Retirement

Retirement Planning That Provides Results and Confidence

Debra Brede is interested in one thing: results. Results mean her clients are retired, reaching their goals, and enjoying the lives they deserve.

Throughout her career, Debra noticed one thing about her retirement-aged clients: they were unprepared for the shift from working to retirement. They didn’t know how to maximize the impact of their money. It made sense. You could fill a bookstore with every how-to-plan-for retirement book. There’s far less advice about how to make thoughtful, strategic money moves when you’re retired.

Inspired, Debra wanted to share the stories, strategies, and insights she has gained from over 40 years of industry experience to help shepherd people through retirement and turn their dreams into reality.

Filled with reality-based advice that doesn’t pull punches, strategies for ensuring survivors are secure, and techniques for funding ongoing philanthropy, Debra’s new book, You’re Retired… Now What? Discovering & Funding Your Purpose-Driven Retirement is the difference-making read you need to make your money work for you and thrive in retirement.

You're Retired... Now What? - Book Cover Best Seller Seal


The following charts are referenced in Debra Brede’s book: Your Retired…Now What?

Annual Returns and Intra-Year Declines

Annual Returns and Intra Year Declines

Asset Class Returns

Asset Class Returns

Stocks, Bonds, and Bills Inflation

Ibbotson SBBI
Charts are for information purposes. Past market performance is not a guarantee of future results. The charts contain forward-looking statements, predictions and forecasts (“forward-looking statements”) concerning our beliefs and opinions in respect of the future. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements.

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  • FT recognized Debra Brede as a FT 400 Financial Advisors 2020 in April 2020 for the previous year. Previous years' awards were recognized around the same time each year for the prior year. As a result of being recognized on this list, Ms. Brede was invited to be a member of the Financial Advisor IQ Leadership Council in 2022 and 2023.
  • Forbes recognized Debra Brede as a Top 250 Wealth Advisors in April 2023 for the twelve months ending 6/3/2022.
  • Forbes recognized Debra Brede Top Women Wealth Advisors in February 2023 for the year ending 9/30/2022.
  • Forbes recognized Debra Brede for Best-in-State in April 2023 for the twelve months ending 6/30/2022.
  • Barron’s recognized Debra Brede as a Hall of Fame Advisor in 2019 after being ranked for 10 or more years on any of the Top 100 Financial Advisors, Barron’s Top Women Financial Advisors, or Top 100 Independent Advisors.
  • Barron’s recognized Debra Brede as a Top 100 Women Financial Advisors in June 2023 for the twelve months ending 3/31/2023.
  • Barron’s recognized Debra Brede as a Top 1,200 Financial Advisor in March 2022 for the twelve months ending 9/30/2021.

*Compensation paid to Forbes and Barron’s for use and promotion of ratings.

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