“Traditional approaches to retirement education and planning have failed many baby boomers…81% don’t know how much money they’ll need to retire. 74% voluntarily receive reduced retirement income because they do not know all the facts. And 84% don’t have a written retirement plan. We aim to change this.”
Smart Research-Backed Insight (vs. a sales pitch)
We strive to dispel retirement myths and misinformation rampant in the financial industry. We’re “retirement truth seekers” sharing information and strategies based on proven, data-backed theories and academic research. We believe knowledge is power and we’re 100% committed to educating you vs. selling you a product.
Balanced Guidance from Smart Professionals
Retirement guidance should strike a balance between the extreme worlds of investments and insurance. It MUST also incorporate the impact of taxes. Our instructors are smart, “hybrid” retirement advisors. This means they are experienced in retirement planning that incorporates investments, insurance and taxes.
Complimentary Access to Smart Software
All attendees will have access to our smart and powerful retirement readiness platform. It assesses and fills your gaps in retirement knowledge and readiness while making sure you follow through with creating and implementing your plan.
Take Action vs. Just Thinking About It
Take advantage of an actionable Retirement Assessment offered by your instructor following each online class. Uncover opportunities to reduce your taxes as much as possible. It’s free and comes with no strings attached.
All of our educational events provide actionable, unbiased, and research-backed content taught by retirement subject matter experts.
Are you ready to know more and possibly have more too?
We’re on a mission to improve financial & retirement literacy so you can improve your retirement outcome. Get smart with our one-of-a-kind online masterclass in retirement planning. Served up to you in one hour chunks of power packed content, and backed by the industry’s top retirement researchers, we cover all the most important topics you need to know about.
Augmenting our masterclass is our financial wellness software platform that gives you insight into what you have, what you’ll need and what you might be missing in your plan for retirement. In addition to organizing and preparing you, it also arms you with the info you need to start the convo with advisors about your plan.
Creating and implementing a retirement plan is not for the layperson (or even us). Taking this action is best handled by a team of subject matter experts licensed to offer advice and solutions in income planning, investments, Social Security, taxes, life and long term care insurance, Medicare, estate planning & more. Let us connect you to our network of recommended pros.
Retirement is considerably different from the “accumulation phase” of life. You need to implement a plan that incorporates multiple disciplines to make sure your retirement income is efficient and sustainable. You can tap into the right retirement resources without leaving your couch. Our education programs taught by a network of retirement planning pros are the first stop to helping you improve your retirement outcome. The whole world is going online and virtual. Why not retirement education and planning? It’s affordable and accessible. And honestly, a no brainer.
Tax Prep & Planning
…and so much more!
Our competent and friendly RetireMentors are available to help you navigate our website, solutions, software and resources. They are also available to coach you, organize you, prepare you, and empower you to take action (either on your own, with your own advisor or with one of the recommended retirement planners and providers in our network).