Retirement Power Hours Masterclass Information & Materials

Below you’ll find important information and materials (i.e. homework). Feel free to review at your own pace, and come back to this page at any time you’d like to access the information.

We look forward to helping you get ready for retirement.

Class PowerPoint Presentations & Replay Links

Class 1: Presentation

Class 2: Presentation

Class 3: Presentation

Class 4: Presentation

Notetaking PDF (to download, print and use for taking notes)

Class 1

Wed. Replay Link: https://youtu.be/iYhSYVcIRxo

Sat. Replay Link: https://youtu.be/3j9HR_qH46M

Class 2

Wed. Replay Link: https://youtu.be/aKGwaXBFBpY 

Sat. Replay Link: https://youtu.be/0N0JiIms4h4

Class 3

Wed. Replay Link: https://youtu.be/wB7mlSTLYEI

Sat. Replay Link: https://youtu.be/LP7-PSQRvCw

Class 4

Wed. Replay Link: https://youtu.be/U8Na6QPty-g

Sat. Replay Link: https://youtu.be/_Vy7P-i6PhM

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.

Click here to schedule Audit and Chat

Multi-Discipline Retirement Strategies

This Masterclass is based on 5 key Multi-Discipline Retirement Strategies and some little known tactics within each strategy that can significantly change your retirement outcome for the better. Each week of the Masterclass, we take a deep dive into each strategy along with retirement basics. It’s very important to understand these strategies.  Check out the 8-page white paper or the 8-minute video, or both.

(Note: the white paper includes 8 strategies, while the class and the video at right, focus on the top 5)

Retirement Class 1 Homework (good stuff to check out)

Your instructor has suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.

The Middle Way White Paper

Morningstar Alpha, Beta & Gamma Study

Common Risk Factors Affecting Retirement

Why Timing Risk is Critical in Retirement

Low Bond Yields and Safe Withdrawal Rates

(this article is a bit long, so at the very least read the executive summary on page 2)

What Kind of Retirement Do You Want?

While this class is about your financial life in retirement, it’s important to be mentally and physically prepared as well. These exercises can help address some important questions you, and your spouse/partner should answer before retirement.

Access the exercises here

Retirement Class 2 Homework (good stuff to check out)

Your instructor has suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.

Income Planning Guide

Social Security Guide

Annuity Guide

Pre-Reading for Class 3: Hybrid Income Portfolio

Retirement Class 3 Homework (good stuff to check out)

Your instructor has suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential.

Portfolio for a Changing Economy White Paper

The 60/40 Portfolio is Dead

FIAs Beat Out Bonds by Roger Ibbotson

Ibbotson FIA White Paper

Structured Investments Video (4 1/2 minutes)

Fixed Indexed Annuity Video (3 1/2 minutes)

Reverse Mortgage Overview by Wade Pfau

Retirement Class 4 Homework (good stuff to check out)

Your instructor has suggested the below research articles to back up some of the concepts reviewed in class. Remember: research-backed retirement planning is essential. These tax materials are provided by Tax Smart Network (www.TaxSmartNetwork.com).

Rhetoric vs. Reality: Passive vs. Active Management

Hotchkis & Wiley Research on Passive vs. Active

Baird Research on Passive vs. Active

 

Tax Guide for Retirees

Roth Conversion Guide

Secure Act Guide

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.

Tell us what you thought about the class here

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.

Ultimate Retirement Readiness To-Do List

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.

Guide to Advisors

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.

Click here to schedule Audit and Chat

Feeling a little confused and overwhelmed by all this retirement stuff? You’re not alone. Check out this video.

Zoom Access Information

Wednesday Retirement Power Hours Masterclass
Begin date: Mar. 10
Begin time: 6:30pm
End time: 8:00pm
Four Wednesdays…
    Mar 10, 2021 06:30 PM
    Mar 17, 2021 06:30 PM
    Mar 24, 2021 06:30 PM
    Mar 31, 2021 06:30 PM
Join Zoom Class from Your Computer (recommended):
Saturday Retirement Power Hours Masterclass
Begin date: Mar. 13
Begin time: 10am EDT
End time: 11:30pm EDT
Four Saturdays…
    Mar 13, 2021 10am
    Mar 20 2021 10am
    Mar 27 2021 10am
    Apr 3, 2021 10am
Join Zoom Class from Your Computer (recommended):

Masterclass Agenda

Class 1:

Identifying key Retirement Risks

Middle Way Guidance – An unbiased and balanced approach in retirement

Safe Withdrawal Rate – How much can you safely withdraw from your portfolio

Class 2:

How does Social Security work

Guaranteed Income sources in retirement

Developing a retirement income distribution plan

Class 3:

How to protect your portfolio amidst market volatility

Investment Planning – Alpha generating money management

A hybrid strategy to generate both growth and income

Class 4:

Minimizing your taxes to as close to zero as possible

Pulling it all together to optimize your retirement income

A few more tips and Are You Ready?

Love the class? Invite friends or family members to check out our future live or on-demand sessions here.

Questions? Email: lynnt@retirementpowerhours.com

Retirement Power Hours