Congratulations on making a decision to get smart about your retirement. Each of the eight 60-minute classes are taught by a retirement planning researcher, educator, advisor, and guru who’s emerging as one of the top retirement experts in the country.
As a reminder, after each sessions, on this portal you will have access to…
- A recording of the class
- Downloadable presentation from each class
- An Am I Ready for Retirement? complimentary chat and assessment from your instructor
- Materials and videos (aka homework) to complement each class
We look forward to helping you get ready for retirement. Enjoy the materials. As always, please email: lynnt@retirementpowerhours.com with ANY questions.
There’s no time like the present to know more and have more. Knowledge is power!
Feeling a little confused or overwhelmed about all the retirement stuff? No worries, you’re not alone…
When you’re ready to find out if you’re ready for retirement…
You have two options…
Option 1: “Am I Ready for Retirement? chat
All of our Masterclasses include a complimentary (no strings attached) Am I Ready for Retirement? chat. You’ll simply have a conversation with your masterclass instructor about your situation and have as much time as you need to ask questions about the class content or specifics to your plan for retirement. This can be scheduled at any time before, during or after the classes.
Option 2: “Am I Ready for Retirement Assessment” and review/chat
All of our Masterclasses come with a complimentary (no strings attached) assessment that helps you determine what impact the strategies you’ll learn about can have on your retirement. For the assessment, you’ll simply fill in your contact info and answer a few financial questions that will enable your instructor to complete a personalized assessment. Then, you’ll select a date and time that works for you to review it. Please allow us 5 business days prior to your scheduled Zoom chat. This can be scheduled at any time before, during or after the classes.
Retirement Class 1
Introduction to the RPH Masterclass
Retirement Planning
Middle Way Guidance – An unbiased and balanced approach in retirement
Introduction to Multi-Discipline Retirement Strategies
Your instructor has suggested the below content to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.
(Note: The Multi-Discipline white board video and class covered 5 strategies, while the white paper includes 8 strategies)
Multi-Discipline Retirement Strategies White Board Video
Retirement Class 2
Retirement Income Planning
Social Security
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Want the complimentary Social Security Assessment mentioned in class?
This assessment is similar to the case study we presented in class. It will tell you how to maximize your Social Security benefit. Email: lynnt@retirementpowerhours.com
Retirement Class 3
Retirement Income Sources
Employer Sponsored Plans
HECM
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Retirement Class 4
Other Income Sources: IRAs
Investment Management Basics
Stock Market Overview
Safe Withdrawal Rate
Risks: Portfolio Overdraft, Volatility, Sequence of Return, Interest Rate and Inflation
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Common Risk Factors Affecting Retirement
Why Timing Risk is Critical in Retirement
Low Bond Yields and Safe Withdrawal Rates
18 Questions about Taking Required Minimum Distributions from TRADITIONAL IRAS
Preview Before Class 5:
Retirement Class 5
The Bond Dilemma
Alternatives to Bonds
The Hybrid Income Portfolio
Alpha Portfolio Management
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Portfolio for a Changing Economy White Paper
FIAs Beat Out Bonds by Roger Ibbotson
Fixed Indexed Annuity Video (3 1/2 minutes)
Ibbotson Structured Investments White Paper
Structured Investments Video (4 1/2 minutes)
Rhetoric vs. Reality: Passive vs. Active Management
Want the complimentary Portfolio Assessment mentioned in class?
This assessment is similar to the case study we presented in class. It will tell you if your portfolio can be more efficient. Email: lynnt@retirementpowerhours.com
Retirement Class 6
Tax Efficiency in Retirement
Tax Basics
7 Tax Strategies
Tax Case Study
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Note: these materials are provided by Tax Smart Network (a company owned by Your Retirement Advisor that focuses on tax planning for retirement).
Want the complimentary Tax Efficiency Assessment mentioned in class?
This assessment is similar to the case study we presented in class. It will tell you if tax planning can help you be more efficient. Email: lynnt@retirementpowerhours.com
Want the complimentary Tax What If? Analysis mentioned in class?
We will analyze your 2020 tax return to determine if there’s anything you can do differently on your 2021 return so that you pay less taxes. Email: lynnt@retirementpowerhours.com
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Five Questions About Long Term Care
Want the complimentary Long Term Care Assessment mentioned in class?
This assessment is similar to the case study we presented in class. It will tell you if long term care insurance can help you be more efficient. Email: lynnt@retirementpowerhours.com
Want access to a discounted Trust & Will mentioned in class?
Access a 10% discount here (note: fees are significantly lower than a traditional estate attorney)
Purchase the “In Case I Get Hit By a Bus” Book
Download Class 8 Presentation-Medicare
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Class Survey – Please share your thoughts with us.
Retirement Readiness Software Platform – Free Trial Access
You are highly encouraged to access a free trial of our Retirement Solved personalized readiness software platform.
There are five modules within the software, but the free trial gives you access to the Assess and Learn Modules. Assess allows you to take a complete financial inventory and have a full view into everything you have, what your projected income is in retirement, your projected expenses and possible gaps. This module allows you to track your net worth, your balance sheet, spending and so much more. The Learn Module provides a retirement knowledge test and then the software gives you a list of e-classes you can take based on how well you score on the test. Retirement Solved is a great complement to the Masterclass and we’ll be giving away a few items to those who take action, start a free trial and enter their financial inventory before class 3. When was the last time you had a COMPLETE view into your current and future financial life?
Thank You for Joining Us…You Rock!
You should definitely give yourself a big ‘ol pat on the back for completing six hours of retirement planning education. You now have a little more power to change your retirement outcome for the better. We’d love to get your feedback on the class in a quick survey below. It helps us continue to improve the class. Thanks in advance.
The Ultimate Retirement Readiness To-Do List
Sometimes after class, you may feel a little overwhelmed by all the information. Check out the below checklist to help you get organized.
How to Choose the Right Advisor to Help You?
In a sea of 300,000 “financial advisors” it’s hard to know who are the right ones for you. Check out the guide below for some suggestions and good luck assembling your team of subject matter experts. And don’t forget to also chat with your instructor who is a Hybrid Retirement Advisor.
When you’re ready to find out if you’re ready for retirement…
You have two options for chatting with your instructor about your retirement readiness.
Option 1: 30-min “Am I Ready for Retirement? chat
For this, you’ll simply have a conversation with Brian about your situation and any questions you have about your situation.
Click here to schedule chat only
Option 2: “Am I Ready for Retirement Audit” and review/chat
For this, you’ll simply fill in your contact info and answer a few financial questions that will enable YRA to complete your audit. Then, you’ll select a date and time that works for you. Please allow YRA 5 business days to complete your audit.