Speaker | Author | Thought Leader
Becky has trained the country's top independent advisors through:
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About Becky
Washington is debating trillions of dollars in new tax and spending bills. Does your audience understand how it could impact their retirement?
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Becky Ruby Swansburg is the nation's leading expert on Legislative Risk in retirement.
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A nationally-recognized public speaker and thought leader, Becky has educated thousands of American savers on the risk of rising taxes in retirement - and how the debate in Washington could lead to more debt, higher taxes, and increased regulation for higher-income savers. She has also trained thousands of independent financial advisors to help their clients address Tax & Legislative Risk as part of a complete retirement approach.
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Becky draws on her background in Washington, D.C., where she worked in the White House and on Capitol Hill for the Speaker of the House and other Members of Congress. During her time in government, she came to understand the direct impact Washington can have on the success or failure of a person’s retirement approach.
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Now, her passion is helping savers understand Legislative Risk and adjust their retirement approach to protect against it.
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To further educate savers and advisors, she authored the industry-leading books The No-Compromise Retirement Plan, The New Holistic Retirement, and The New Rules of Retirement Saving.
Becky's Recent Interviews
Educating Today's Savers
As the nation's top thought-leader on legislative risk in retirement, Becky has co-authored multiple industry-leading books. You can request a copy of her books here.
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Legislative Risk is the risk that Congress passes legislation that changes the rules on a saver’s retirement approach.