Educators

At RetiredSafely.com, our educators are experienced financial professionals passionate about helping retirees make informed decisions through clarity and knowledge.

Our trusted instructors deliver objective, expert-led guidance on the keys to a worry-free retirement.

Featured Instructors

John David Boutte

John David Boutte is a retirement-income and safe-money specialist with nearly a decade of experience helping pre-retirees and retirees protect their life savings. Focusing exclusively on conservative strategies like fixed annuities, MYGAs, and fixed indexed annuities, John has built a reputation for making complex planning simple and clear.

His mission is to help people avoid market losses and retire on their terms. Having guided hundreds of families through IRA rollovers, Roth conversions, and income planning, John combines modern retirement concepts with straightforward advice to empower clients without pressure. He operates on a simple promise: your money should work for you, not stress you.

Today, John leads a specialized agency providing annuity audits and safe-growth strategies nationwide. Whether you are near retirement or already there, John builds plans that prioritize safety, tax efficiency, and peace of mind.

Moritz Loehr

Moritz is a dedicated Financial Planner who specializes in sophisticated, tax-efficient retirement and legacy planning for individuals who have accumulated assets over $1 Million.

Educated with a B.A. in Applied Economics & Business, Moritz cemented his leadership experience by successfully running multiple commercial ventures in Germany. This operational discipline and executive background ensure every client strategy is analyzed with unparalleled scrutiny and precision.

Working closely with a designated Investment Management Team, Moritz focuses on the full spectrum of wealth strategy. He is committed to educating clients on advanced optimization—from maximizing tax efficiency and building income streams they cannot outlive to ensuring a robust legacy. Trusted by a substantial client base, his passion is the meticulous work of ensuring you have the absolute best options for securing and growing your financial future.

Connor Luevano

Connor is a dedicated Financial Planner and Retirement Specialist committed to helping individuals not only accumulate and protect their wealth, but to do so in the most tax-efficient manner possible.

Connor offers a distinct advantage: he combines substantial hands-on experience with the long-term perspective. This ensures that the strategies he develops are not only based on past and proven principles but are also forward-looking and optimized for the decades ahead. He is positioned to be a lifelong partner in your financial journey.

His specialization is focused on creating durable, tax-efficient retirement income streams that you cannot outlive and implementing disciplined strategies for wealth accumulation and risk mitigation.

Trusted by an active and growing client base of a couple hundred individuals, Connor is passionate about providing every client with the absolute best options for securing and growing their financial future.

Ted Foster

Ted Foster is a retirement educator and safe-income specialist who helps pre-retirees and retirees protect their savings, reduce unnecessary risk, and gain the confidence to fully enjoy retirement.

As a former multiple-time Teacher of the Year, Ted brings a unique ability to make complex financial concepts understandable and actionable. He guides families to see their retirement picture clearly and explore safe-growth and lifetime-income strategies that create stability and peace of mind.

Ted’s approach is rooted in one goal: help people feel secure in their finances, confident they are retiring on their terms. He specializes in conservative retirement planning that emphasizes reliable income, asset protection, and financial freedom, without stress or guesswork.

Over the years, Ted has guided families through market uncertainty, income planning, IRA/TSP rollovers, and positioning assets for safety and efficiency. His philosophy is simple: retirement should be a time of confidence and enjoyment, not worry.

Today, Ted serves clients nationwide, providing personalized strategies and education-driven guidance that empowers families to make informed decisions and turn their retirement vision into reality.

Is Your Portfolio Ready for the Next Market Correction?

Many retirees are unknowingly exposed to risks that can deplete their savings faster than they realize. Don't leave your future to chance.

  • Eliminate market risk completely.

  • Tax-efficient withdrawal strategies.

  • Legacy planning for your heirs.

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