Media & Press Hub
Resources for journalists, podcast hosts, and media professionals covering retirement planning, business exits, and wealth preservation.
About The Movement
The Retirement Bank Method™ is a national financial education and advisory framework that reframes how business owners approach retirement, exit planning, and wealth preservation.
Founded by Asa E. Patterson, Sr. and Sanja E. Noble, the movement challenges conventional retirement planning with a simple but powerful idea: your business, assets, and decisions should function like a personal retirement bank—producing income, control, and optionality long before and after exit.
The Retirement Bank Method™ evaluates every decision against four pillars: Income, Liquidity, Control, and Optionality. This framework has helped business owners across the country rethink their approach to retirement.
Asa E. Patterson, Sr.
Co-Founder
With decades of experience advising business owners on exits, wealth preservation, and strategic positioning, Asa co-created The Retirement Bank Method™ to provide clarity in a landscape dominated by confusion.
Sanja E. Noble
Co-Founder
Sanja brings strategic insight and operational expertise to The Retirement Bank Method™, helping business owners navigate the complex transition from active ownership to lasting legacy.
Key Talking Points
Approved messaging for media coverage and interviews.
The Retirement Bank Concept
"Your business, assets, and decisions should function like a personal retirement bank—producing income, control, and optionality long before and after exit."
Why Traditional Planning Fails
"Traditional retirement planning asks 'how much do you need to stop working?' The better question: 'how do you build an institution that works for you indefinitely?'"
The Four Pillars
"Every retirement decision should be evaluated against Income, Liquidity, Control, and Optionality. Miss one, and your strategy has a structural weakness."
The Baby Boomer Opportunity
"Over 10,000 Baby Boomers turn 65 every day. Most will exit their businesses with strategies designed for employees, not owners."
Press Kit
Download approved materials for media use.
Media Appearances
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Media Inquiries
For interview requests, press inquiries, or speaking engagements, please contact our media relations team.
Or call directly: 312-883-9114