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 $97!
- 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.
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 $97!
GOT QUESTIONS?
Talk to Me
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.
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)
MDRS White Paper
MDRS Video
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.
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.