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The key to financial success begins with a firm understanding of your finances. There’s never been a more crucial time to increase your financial knowledge than right now. Your financial success begins with financial education from the Foundation for Fiduciary Education®. The Foundation for Fiduciary Education® (FFE) is an IRS approved 501 (c )(3) nonprofit organization that focuses on providing unbiased, fiduciary financial education in communities nationwide. All Of Our Instructors Are Certified Financial Fiduciaries® Sworn To Teach Unbiased Financial Education. We accomplish this by proudly partnering with a diverse group of financial professionals who volunteer to uplift and empower their local communities to take control of their finances and to better understand how different financial products and services work. In addition, the person learns how to create a plan that is optimized for their individual situation. They learn how to coordinate the different financial products to design a plan that minimizes taxes and maximizes the growth and income from their plan. This allows them to have peace of mind and be able to sleep well at night because they know that their financial future is secure. It all begins with education. Our Nationwide Network Of Certified Financial Fiduciaries® Make Learning Easy And Convenient. FFE is an IRS approved 501(c)(3) nonprofit organization with Certified Financial Fiduciary® members nationwide! Whether you're looking to attend a live class, webinar, self-paced study, or team up with a Certified Financial Fiduciary® to get specific answers to your financial questions, each of our members are equipped to help you! Getting connected is easy. Click here to learn more. To connect with me, go to https://calendly.com/bondfinancialgroup/speak-with-gene or click the link above to speak with me or meet with me.

All Fiduciaries are not the same, just as all doctors are not the same. Certified Financial Fiduciary® (CFF) is the standard of Excellence for financial fiduciaries. CFF candidates must pass stringent requirements: They must hold a professional financial certification or license or have enough education and experience to pass NACFF’s bar. A background check is conducted to examine their moral, ethical and fiduciary record. Candidates must complete comprehensive training and pass the CFF exam. Crucially, they agree to uphold the CFF Code of Conduct for fiduciary responsibility. For more on why it's important that the advisor you work with is a Certified Financial Fiduciary®, click here. Also, read the Forbes article below on the Top 10 Financial Certifications. I'm a proud of the fact that I hold multiple certifications listed in the article.

Click to read the bios of the people in the movie and/or watch one of the trailers for "The Baby Boomer Dilemma" that I was a Producer of. Afterwards, reach out to me for a free Blu-Ray DVD/Regular DVD combo pack and/or a Voucher Card to get free access to the streaming version of the movie. See below for more information about this history making movie.

Click to learn more about "The Baby Boomer Dilemma" movie, which is an exposé of America’s retirement system. It's the First MPA-Rated movie on Retirement Income. "The Baby Boomer Dilemma" is a groundbreaking documentary that, for the first time ever, explores the SCIENCE of retiring successfully. This type of retirement doesn't guess how your retirement and income plan should be designed, it doesn't hope that it is designed correctly, it mathematically and scientifically proves how you should design your retirement and income plan using proven concepts and strategies so that you get it right. Unfortunately, there are no do-overs in retirement planning. If you get it wrong, the results can be costly, perhaps even devastating. There is a retirement crisis in America. This film exposes the truth about traditional retirement planning and how that must change so that Americans can enjoy a successful retirement. A retirement where your financial future is secure, where a person can have peace of mind, and one where a person can sleep well at night. It seeks to create an income stream you cannot outlive and eliminate the Number 1 fear most pre-retirees and retirees have: running out of money during their lifetime. This PG-rated film features the nation’s top economic minds including Nobel Prize-winning economists, government leaders, the Father of the 401(k) plan (called this because he sought for and received approval from the IRS to create the first 401k plan), and experts on retirement income planning. Contact me for a Blu-Ray DVD/ Regular DVD combo pack or voucher gift card that allows you to access the streaming version of the movie so you can get a free copy of the movie. I've already paid for the movie/streaming code. All you need to do is to let me know if you would prefer a Blu-Ray DVD/ Regular DVD combo pack or a voucher gift card so that you can stream the movie. There's no cost or obligation on your part.

I was recently interviewed by Daniel Hanzelka, the founder and creator of the "Make Life Less Taxing Podcast." The following is his introduction to the interview: Most people think the biggest risk in retirement is the market. Gene Bond sees it differently. In this episode of the Make Life Less Taxing Podcast, I sat down with Gene, founder of Bond Financial Group, certified financial fiduciary, and retirement income specialist, for a conversation that goes far beyond charts, percentages, and headlines. Gene’s journey into this work didn’t start with finance. It started with loss. After losing his father at a young age, Gene watched his mother face a financial reality that looked very different than what his father believed he had put in place. That moment shaped a lifelong mission: make sure no family lives with the fear of running out of money. Throughout our conversation, Gene challenges a core assumption many people carry for decades that retirement is about accumulating assets. He explains why income, not account balances, determines whether someone truly feels secure, and why so many retirees unknowingly enter what he calls the retirement red zone without understanding the risks they’re exposed to. We talk about why most people are “driving blind” when it comes to retirement income, how education gaps create unnecessary anxiety, and why clarity, not complexity, is the foundation of peace of mind. But this episode isn’t just technical. It’s deeply human. Gene shares stories of retirees who found freedom they never thought possible, the importance of purpose after work ends, and why legacy isn’t measured by net worth but by the lives you impact, often across generations. One of my favorite parts of the conversation was Gene’s simple acronym: SWAN - Sleep Well At Night. That idea alone reframes what successful planning really looks like. If you’re approaching retirement, already retired, or simply want to think more intentionally about the future you’re building, this episode will challenge how you see money, security, and purpose.

In February 2023, I spoke at a Super Conference for financial advisors in Denver, CO. I was also the Featured Guest for "The Retire Happy Hour" show hosted by financial expert Brad Smith. Three-quarters of Americans agree that the country is facing a retirement crisis. Covering today’s retirement planning questions, “The Retire Happy Hour” helps give direction to navigate from the working years to the golden years. In a format that’s informative and conversational, Brad Smith shares insights through his interviews with a nationwide group of independent financial advisors. As questions are answered, the audience goes away with some of the best practices to avoid the many pitfalls faced in retirement. Brad is not only the host of the “Retire Happy Hour,” he is also a financial coach and practicing Advisor. He has seen firsthand some of the best practices that can be instituted to guide someone to a safe and secure retirement. During the interview, Brad asked questions to learn more about how I help my clients. We also discussed how important it is to know the questions to ask. The impact of taxes in retirement could be the biggest danger to your money, to your likelihood of having a secure financial future. During the interview, we discussed the impact of taxes, the volatility of the stock market, proper Social Security benefit planning, and the fact that a portion of your Social Security could be taxed if proper planning is not done. Double taxation is a real problem in over 40% of the households that are receiving Social Security benefits.

On September 6, 2024, I was interviewed during a livestream by Amos Bracewell. Amos is the Founder of the Facebook Group ENTV: Empowerment & Networking - Entrepreneurs, Business Owners, Coaches. After the interview was over, Amos titled the interview "Protecting Your Financial Future with Smart Retirement Planning: Gene Bond's Mission." Click here to learn more about how I help my clients, what I do, and why I do it. You will also be able to learn the connection between a swan and retirement income planning.

A video of me being interviewed by Doug Andrew, the author of "The LASER Fund" book after passing my certification as a Certified IUL Professional. In addition to having to do the course work, I had to take a 130 question test and I could not miss any of the questions. The test consisted of IRS rules and regulations regarding life insurance as a whole and Indexed Universal Life (IUL) more specifically, as well as having to properly structure the premium payments and withdrawals for 50 scenarios involving hypothetical clients of varying ages, tax brackets, and for varying reasons the hypothetical clients were looking to use a life insurance policy.

Would you like to retire with a smile? Our Retirement Income Style Awareness® Profile (the RISA® Profile) helps you choose the retirement plan that feels right to you. After you check out the website, contact me to get your FREE, NO-OBLIGATION ASSESSMENT! Click this description to learn more about the RISA® Profile and how it can put a smile on your retirement & income planning!

Learn what your Asset & Investment Review May Be Missing! Regardless of what “financial experts” on TV or in print media might say, there is no investment strategy or financial product that’s right for everyone. There can’t be, because your financial situation, goals, and time horizon are unique to you. That’s why the Color of Money Risk Analysis (COMRA) is one helpful step. This 11-question survey may help give you insight into your risk tolerance. Armed with your Color of Money score, you can begin to make informed decisions about what role risk could potentially play in your retirement. To learn more, click anywhere in this section.

Learn about the Retirement Shield we can set up for you to help protect your retirement & income plan and to help make sure you do not run out of money in your lifetime! The website is usually reserved for people who have scheduled a meeting with me, however, by clicking here you can learn more about some key components of a retirement & income plan. When you visit the site, be sure to click the "Home," "Free Resources," "The Plan," and "The Team" tabs at the top of the page to learn more about the Retirement Shield and how it can protect your hard-earned money that you put aside for your retirement.

Are you confused by all the initials some financial professionals list behind their name in an effort to impress you by their education or certification? You are not alone! It seems like every time I turn around, another set of initials pops up out of nowhere. According to Forbes Magazine, the long and growing list can be overwhelming. In this article, Forbes discusses the Top 10 certifications. You can access the article by clicking here.

Inside the Social Security COLA Calculations by Gene Bond and Lloyd Lofton - ThinkAdvisor 10-13-2022.pdf

Help your client navigate the changes in RMD requirements, Part 1 of 3 Part Series by Gene Bond & Lloyd Lofton - insurancenewsnet.com 09-20-2022.pdf

RMD strategies Funding the third trimester of life, Part 2 of 3 Part Series by Gene Bond & Lloyd Lofton - insurancenewsnet.com 09-21-2022.pdf

What Congress could do to RMDs, Part 3 of 3 Part Series by Gene Bond & Lloyd Lofton - insurancenewsnet.com 09-22-2022.pdf