About Soeren Svendsen

Soeren is the President of Vision 8 Financial LLC, he has been in the financial business since 2002. His expertise is within IRA / 401(k) conversions, tax-free retirement planning, life insurance, and Long-Term Care planning. His objectives for each of his clients is quite simply to preserve and grow their retirement estate, regardless of any market fluctuation. Website: wealthbeyondwallstreet.com/soerensvensen

Office: (949) 697-7932 | Vision 8 Financial, LLC

  Retirees #1 Fear Is “Longevity Risk”  

"The number one fear for those entering their Golden Years is the risk of running out of money, lack of longevity." - Soeren Svendsen It has been said that "Only God Knows when we will take our final breath." How does that correlate with financial planning for your retirement? Well, if we only knew the [...]

By |2021-12-09T23:53:09+00:00December 9th, 2021|Annuities, Retirement Planning|

The Sequence of Return Risk 

Retiring successfully versus retiring with struggles might often be a matter of good luck versus lousy timing. This is especially true if you choose to keep your qualified 401(k) plan in mutual funds while moving into your Golden Years of Retirement. woman hand putting money bank note dollar into piggy for saving money wealth [...]

By |2021-10-26T17:41:13+00:00October 22nd, 2021|Annuities, Financial Planning, Retirement Planning|

Compound Interest – The 8th Wonder Of The World!

Albert Einstein is presumed to have said, “Compound interest is the eighth wonder of the world.” I read that in 1626, Native Americans sold what is known as Manhattan in New York City to white settlers for what equated to $24. Now fast forward, today Manhattan’s land value is appraised at $23.4 billion. Today, many [...]

By |2021-07-29T19:21:58+00:00July 29th, 2021|Retirement Planning|

Baseball Great vs. Financial Meltdown

Our “Poster boy” in this article is baseball great Babe Ruth! You might ask yourself, what do historic baseball greats and the financial meltdown have in common? You might be a history buff or you might have no interest in the past, but you definitely want to look ahead to the future.   The current financial [...]

By |2021-06-04T18:47:28+00:00June 4th, 2021|Annuities, Retirement Planning|