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The First MPA-Rated Film on Retirement Income

"The Baby Boomer Dilemma"
An exposé of America’s retirement experiment.

This film features the nation’s top economic minds in this space including Robert C. Merton, Ph.D. (MIT & Nobel Prize winner 1997), William F. Sharpe, Ph.D. (Stanford & Nobel Prize winner 1990), Olivia S. Mitchell, Ph.D. (Wharton & Executive Director of the Pension Research Council), Bridget C. Madrian, Ph.D. (Dean, Marriott School of Management at BYU & former Professor at Harvard & Chicago), David F. Babbel, Ph.D. (Wharton & former Professor at Berkley & a division founder at Goldman Sachs), Moshe A. Milevsky, Ph.D. (York University, Toronto).

The film features government leaders and experts including the Honorable David M. Walker (former US Comptroller General from 1998 to 2008, former Social Security Trustee, former Acting Executive Director of the Pension Benefit Guarantee Corporation — the PBGC), Hon. Mike Gallagher, Ph.D. (currently part of the ‘Trust Act’ bi-partisan commission to structure the fix to the trust problems), Eric A. Cioppa (2019 President of the National Association of Insurance Commissioners or NAIC and the Insurance Commissioner or Superintendent of Insurance for the State of Maine).

​It features industry experts like Ted Benna (the “Father of the 401(k)”), Edward Siedle, Esq. (former SEC attorney who pioneered the field of forensic audits of pensions auditing over $1 Trillion of US Pensions & the recipient of the largest Whistle Blower financial award from the SEC, Sheryl Moore (the industry’s competitive intelligence expert & fact-checker and Chairwoman & Founder of Wink, Inc.), and Tom Hegna (PBS Host: Don’t Worry, Retire Happy who also trained over 300,000 financial advisors), and authors Barry James Dyke (Pirates of Manhattan and Guaranteed Income), and Brett K Kitchen and Ethan Kap (Wealth Beyond Wall Street).  It includes cameos from industry icon Curtis V. Cloke (an Adjunct Professor, keynote speaker, and industry software developer). 

​The film’s acting cast includes Abe Mills (singer in the band Jericho Road) and Rachell Mills and their family of the YouTube sensation ‘Sunshine Mafia’. 

​This PG-rated film had its theatrical premiere on October 14, 2021.  

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Director of Public Relations

Financial & Tax Strategies, LLC
Gary Goldberg, Wealth Manager

4 Eagle Center, Suite 3, Upper Level

O'Fallon, IL  62269

Tel:  314-991-9005 
  800-966-1690

Email: ggoldbergadmin@cfiemail.com

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities & advisory services offered through Centaurus Financial, Inc., a registered broker/dealer and Registered Investment Advisor. Member FINRASIPC. F&TS, LLC. and Centaurus Financial are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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