Welcome to Class 1 of the Retirement Power Hours On-Demand Masterclass

Congratulations on making a decision to get smart about your retirement. You’ve requested access to Class 1 of our 4-part Masterclass series. You can access the class below. You’ll see all the other content you’ll have access to once you purchase the class as well, but of course, it won’t be accessible…yet.

As a reminder, when you purchase the full Masterclass, you’ll have access to a wealth of information…all for only $79!

  • Four 90-minute retirement planning classes (pre-recorded with a live Zoom audience), plus Q&As
  • Downloadable presentations
  • Materials and videos (aka homework) to complement each class
  • An Am I Ready for Retirement? complimentary chat and assessment from your instructor.
  • 100-page e-book: Big Book of Retirement Questions & Answers
  • Free trial access to our Retirement Solved personalized readiness software platform and more bonuses like how to find and vet an advisor

We look forward to helping you get ready for retirement. Enjoy Class 1. As always, please email: lynnt@retirementpowerhours.com with ANY questions. Check out the intro video below before you get started. Please note: this is a recording of a life class from Fall, 2023.

There’s no time like the present to know more and have more. Knowledge is power!

When You’re Ready to Purchase the FULL Masterclass, click the below PayPal button.

It’s only $79!

Lynn Toomey

Before you begin watching the classes, take a few minutes to watch this video welcome from you co-host and co-founder of Retirement Power Hours, Lynn Toomey

CLASS 1

The right retirement plan

Identifying key retirement risks

The Middle Way – An unbiased and balanced approach in retirement

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

CLASS 2

Guaranteed Income sources in retirement

Maximizing Social Security

Developing a retirement income distribution plan

Download Presentation

CLASS 3

Other income sources in retirement

How to protect your portfolio amidst market volatility?

A hybrid strategy to generate both growth and income

Download Presentation

CLASS 4

Alpha generating money management

Minimizing your taxes to as close to zero as possible

A few more tips and Are You Ready?

Download Presentation

Download Your “Workbook”

(aka: Big Book of Retirement Qs & As)

You can download an electronic PDF file of this 100-page workbook that complements the content of the class. You can also purchase a hard-copy of the book here and have it mailed to you.

When you’re ready to find out if you’re ready for retirement…

 

Request Your Am I Ready for Retirement? Assessment ($1,000 value)

All of our paid on-demand Masterclasses come with a 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 some basic financial questions that will enable the team 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 review. This can be scheduled at any time before, during or after the classes.

Retirement Class 1 Homework (good stuff to check out)

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. In Class 1 you heard a brief overview of these strategies. In Class 2, 3 and 4 we’ll take a deep dive into each strategy, along with some retirement basics. It’s very important to understand and consider these strategies for your retirement plan.

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

Your instructor has also 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)

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

Reverse Mortgage Overview by Wade Pfau

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)

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 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

Guide to the Secure Act

Multi-Discipline Retirement Strategies (MDRS)

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 Solved Retirement Readiness Software – Free Trial Access

This unique and comprehensive software not only complements the Masterclass, but it helps you get organized and gives you a full view into your finances…now and in retirement.

OTHER VALUABLE RESOURCES

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

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

When you’re ready to find out if you’re ready for retirement…

Request Your “Am I Ready for Retirement?” Assessment

For this, you’ll simply fill in your contact info and answer a few financial questions that will enable the team to complete your assessment. Then, you’ll select a date and time that works for you. Please allow 5 business days for us to complete your assessment.

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