Congratulations again on making a decision to get smart about your retirement.
As a reminder, after each session here in the “homework” portal you’ll have access to…
- A recording of each class
- Downloadable presentation from each class
- Materials & resources (aka homework) to complement each class
- Other bonus materials
You can also request your complimentary Am I Ready for Retirement? Efficiency Assessment at any time, using the links at right. It’s a great benefit (and no-brainer offer) to all students.
We look forward to helping you get ready for retirement, or reset your retirement, if already retired. 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 this 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:
Complimentary Retirement Efficiency Diagnostic (invaluable)
The RPH Masterclass includes a complimentary (no strings attached) diagnostic that helps you determine what impact the strategies you’ll learn about can have on your retirement. For the diagnostic, you’ll simply fill in your contact info and answer a few financial questions. Then, you’ll select a date and time that works for you to review your results. This can be scheduled at any time before, during or after the classes.
Option 2:
Discovery Chat
Not ready for an assessment? No worries. You can schedule a Discovery Chat anytime with your instructor to discuss a retirement situation or ask a question.
Take the Retirement Readiness Assessment
You’ll Need About 5 minutes and it will give you some insight into some of your gaps.
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 ONLY 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. When was the last time you had a COMPLETE view into your current and future financial life?
Retirement Class 1 “Homework”
What We Covered…
- Introduction to the RPH Masterclass
- Retirement Planning
- Middle Way Guidance – An unbiased and balanced approach in retirement
- Introduction to Multi-Discipline Retirement Strategies
Reading Materials
Here’s some great reading material & resources to reinforce the concepts you learned in class. Remember: research-backed retirement planning is essential.
(Note: The Multi-Discipline white board video and class covers 5 strategies, while the white paper includes 8 strategies)
Multi-Discipline Retirement Strategies White Board Video
Multi-Discipline Retirement Strategies White Paper
Retirement Class 2 “Homework”
What We Covered…
Retirement Income Planning & Guaranteed Income Sources: Social Security, DB Contribution Plans & Reverse Mortgages
Reading Materials
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Retirement Class 3 “Homework”
What We Covered…
Portfolio Risk Optimization
Reading Materials
Your instructor has suggested the below content to back up some of the concepts reviewed in class.
Hybrid Income Portfolio Overview
Retirement Class 4 “Homework”
What We Covered…
Taxes in Retirement Planning and Next Steps
Replay & Presentation
Reading Materials
Tax Guide for Retirees
Roth Conversion Guide
Secure Act Guide
Additional On-Demand Classes
Healthcare/Medicare
Long Term Care
Estate Planning
The Non-Financial Stuff
If you have questions about healthcare, Medicare, long term care, estate planning and would like some direction on the “non-financial” aspects of retirement, then check out our on-demand bundle of classes. You’ll receive access to a pre-recorded class (~60 minutes in duration for each), PowerPoint presentations, workbooks, other supporting materials and access to discounted services.
This bundle of classes is normally $157, but for all RPH students, it’s discounted to $97.
Note: After making your purchase, you will receive an email within 24-hours with access to the classes.
Other Valuable Resources
How to Find An Advisor
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.
(complimentary)
Retirement Readiness Checklist
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
(complimentary)
His & Her Emergency Planner
99 pages (fillable PDF) to record all your important details. A valuable document for your loved ones to keep calm and carry on in your absence due to an emergency, incapacitation or your passing.
(only $14.50)
For the version just for “Her”, go to: www.HerEmergencyPlanner.com
Your Retirement Advisor Intro Kit
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: Retirement Efficiency Diagnostic and review/chat
For this, you’ll simply fill in your contact info and answer a few financial questions that will enable your instructor to complete your audit. Then, you’ll select a date and time that works for you. Please allow 5 business days to complete your diagnostic.
Click here to schedule Diagnostic and Chat
Retirement Efficiency Diagnostic Overview
Option 2: Discovery chat only
For this, you’ll simply have a conversation with your instructor about your situation and any questions you have about the class content or your retirement.