Putting Your Retirement Interests First: A Prioritized Approach To Protect Your Future and Turn Your Dreams Into Reality
In Putting Your Retirement Interests First, authors Robert Cannon and Shon Peil explain in simple language and illustrate through real stories how to eliminate the confusion of planning for your retirement. You’ll understand why your retirement should be a top priority and how to ensure your future is properly protected. Each chapter focuses on one of the primary areas you’ll need to address to ensure a safe and secure retirement. By addressing each properly, you’ll create your own Retirement Shield using a prioritized approach to protect your future and turn your dreams into reality by Putting Your Retirement Interests First. Inside you’ll learn about the Primary Retirement Shield areas:> Social Security — When to take it and how to increase it> Income for Life — How to continue receiving a paycheck in retirement> Taxes — What to do to lower or eliminate them altogether> Long-Term Care — Why this is so critical and how to pay for it> Life’s “What If” Scenarios — Where you should look to avoid dangerous circumstances You’ll also hear from people like you who have created their own Retirement Shield to protect their income, provide for their health, and prepare themselves to enjoy the rest of their life without worry or concern. Retirement should be the best years of your life. Make this true for yourself by reading and applying what you learn in Putting Your Retirement Interests First.
Media Credentials

Insurance Services
Weekly Newsletter
Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now
As 2025 winds down, retirement planning is shifting under three big spotlights: taxes in 2026, retirement plan rule updates, and Medicare drug-cost changes. Here’s a practical, client-friendly guide you can publish — plus talking points to spark action before...
Why Life Insurance Belongs in Your Retirement Plan
Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in down markets cover final expenses and debts so heirs keep what...
IRA Blog
Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: We have a 16-year-old minor inheriting an IRA from her 40-year-old father. Is it true that the child will have to take required minimum distributions (RMDs) each year until age 21? Then, at age 21...
New Code Y is Optional for 2025 QCDs
By Sarah Brenner, JD Director of Retirement Education A few months ago, the IRS introduced a new Code Y for the reporting of qualified charitable distributions (QCDs) by IRA custodians on the 2025 Form 1099-R. The IRS has now issued guidance on its website...
Robert Cannon AIFA®
has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples, and families.