Financial Resources
Browse our collection of helpful guides, financial planning resources and more.
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Educational Guides
Understanding Annuities In The 21st Century
5W Retirement Blueprint
It’s What You Keep (Article)
Spending Audit Worksheets (PDF)
Spending Audit Worksheets (Excel)
2025 Tax Summary
Benefits of a Delaware Statutory Trust (DST's)
Understanding Market Corrections
The Greatest Gift: Outline Your Wishes With an Estate Plan
6 Secrets to a Happy Retirement
Understanding Required Minimum Distributions (RMDs)
5 Simple Steps To Choosing The Medicare Supplement Plan For You
Understanding Medicare – Know Your Options And Costs
Will Your Money Last As Long As You Do?
Long-Term Care Brochure
Your Retirement Income Planning Checklist
Are You Paying Too Much in Taxes in Retirement?
What, When, Who, How? The Social Security Decisions
What to do in a Down Market
Navigating Market Volatility: It’s All About Perspective
Wondering How to Create Income in Retirement?
Your Guide to What's Next
The True Meaning Of Holistic Planning
Roth IRA: 5-Year Clocks & Distribution Ordering Rules
2026 Social Security and Medicare Guide
Alternative Investments and Private Equity
Protect Yourself From Scams
Large IRAs: 3 Key Planning Opportunities
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Read Our Book
5W Retirement Blueprint
Forward by Ed Slott, CPA, Retirement Expert
Founder of www.irahelp.com
Founder of Ed Slott’s Elite IRA Advisor Group SM
Lane Martinsen is back with an all-encompassing plan—a blueprint—to guide you through the 5Ws of managing and preserving your wealth. These are 5 critical areas that everyone seeking financial security in retirement and beyond needs to address. The problem is that most people are overwhelmed by the numbing complexity of it all, when you combine the income, investment, tax, healthcare and estate planning goals you’d like to achieve. It is unfairly confusing, especially when the tax rules keep changing, and the goal posts seem to keep moving. Not to worry—Lane Martinsen once again sorts this all out for you here. He takes you through this maze of information, boils it down, and shows you what to do each step along the way. It’s very easy to follow, and you’ll be amazed at how much you learn. You’ll find the plan that works for you and your family. In addition, the concise summaries of the key concepts at the end of each chapter are invaluable. They help you cement your knowledge and boost your confidence. Dig in and see for yourself!
Conditions apply.
Reviews From Other Professionals
Lane Martinsen leaves no stone uncovered as he makes a convincing case for a holistic approach to retirement planning. We are venturing forward into a new age of retirement planning and Lane is one of its most important voices. Spend some time with this book and take to heart its vital message. Highly recommended.
David McKnight
Author of The Power of Zero
Aptly titled, the 5W Retirement Blueprint is a wake-up call, valuable resource, and knowledge base for anyone who wants to increase their retirement income and portfolio life while enjoying the peace of mind that accompanies this mission. Lane Martinsen’s highly informative book makes the case that it’s not enough to accumulate assets for retirement. You need a holistic retirement income plan to help you figure out how to convert those assets into streams of tax-efficient income. Given the fact that this is a complex endeavor, it is best accomplished with the assistance of a holistic retirement income planner.
Robert Klein
CPA, CFP, RICP, MBA
These reviews are for Lane Martinsen's book, "The Holistic Retirement Planning Revolution," and not for his advisory services.
From the Author
Retirement planning in the 21st century comes with new challenges as well as new revolutionary opportunities in our rapidly changing world.
Holistic: Characterized by comprehension of the parts of something interconnected and explicable only by reference to the whole world.
Revolution: A dramatic, fundamental, or complete change.
Achieving Gamma: An increase in retirement income resulting from holistic planning.
The purpose of this book is to help you think differently regarding retirement planning, and to help you "unlearn" some of the things you have been taught for decades. The right combination of strategies and good planning can be the difference between a comfortable retirement and financially difficult retirement.
Lane and his wife, Tara, have been married since 1988 and are blessed with five children: Alex, Mariah, Abe, Lora, and Emma. They now have seven wonderful grandsons and five heart-melting granddaughters.
Lane is the Founder and CEO of Martinsen Wealth Management, LLC, with offices in Arizona and California. The firm focuses on holistic retirement planning, including tax planning, investment planning, income planning, healthcare planning, and estate planning. Lane utilizes a combination of techniques and experience gained from his three decades in the financial industry. He and his team are driven by their clients' success, finding nothing more rewarding than creating successful plans that help ease or eliminate financial stress, worries, and fears. Lane considers being a husband and father his greatest accomplishments with a strong love of God, family, and country.
Lane is the author of the book 5W RETIREMENT BLUEPRINT and hosts the popular YouTube channel FINANCIAL FAST LANE. With the heart of a teacher, he loves to share his passion and knowledge to help others.
Lane is an Elite member of the Ed Slott IRA Advisor Group, the National Ethics Association (NEA), the Million Dollar Round Table (MDRT), Top of the Table, and is an educational speaker for the Society of Financial Awareness (SOFA).