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Soeren Svendsen

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

Articles by Soeren Svendsen

The Great Illusion on Wall Street

March 15, 2022/in Retirement Planning/by Soeren Svendsen

How does Wall Street turn a zero percent growth into a 25 percent average growth deception? People love to talk about their amazing run of success in the market, the new hot stock, or the latest info on a new Silicon Valley Startup Tech Company that is poised to deliver a home run. However, the […]

  Retirees #1 Fear Is “Longevity Risk”  

December 9, 2021/in Annuities, Retirement Planning/by Soeren Svendsen

“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 […]

The Sequence of Return Risk 

October 22, 2021/in Annuities, Retirement Planning/by Soeren Svendsen

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. 401(k) plans are an employer-sponsored retirement program that grew in popularity with the Employee […]

Do I Really Need Life Insurance?

August 22, 2021/in Investing/by Soeren Svendsen

“Do I really need Life Insurance?” is a question that I am often asked, especially by young people who have their youth and good health on their side. So why “waste” money buying Life Insurance now? Nobody seems to question the authorities when they mandate that you buy auto insurance if you own and drive […]

Compound Interest – The 8th Wonder Of The World!

July 29, 2021/in Retirement Planning/by Soeren Svendsen

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 […]

Baseball Great vs. Financial Meltdown

June 4, 2021/in Annuities, Retirement Planning/by Soeren Svendsen

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 […]

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