Congratulations on making a decision to get smart about your retirement. Each of the four 90-minutes 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, on this portal you have access to a wealth of information…
- Four 90-minute retirement planning classes (pre-recorded with a live Zoom audience)
- Downloadable presentations
- An Am I Ready for Retirement? complimentary chat and assessment from your instructor.
- 100-page Big Book of Retirement Questions & Answers (e-book below or purchase hard-copy)
- Materials and videos (aka homework) to complement each class
- Free trial access to our Retirement Solved personalized readiness software platform
We look forward to helping you get ready for retirement. Enjoy the classes and research-backed content. 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 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.
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
Guaranteed Income sources in retirement
Maximizing Social Security
Developing a retirement income distribution plan
CLASS 3
How to protect your portfolio amidst market volatility
A hybrid strategy to generate both growth and income
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 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 and have it mailed to you.
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.
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 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.
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
FIAs Beat Out Bonds by Roger Ibbotson
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
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.
Option 2: “Am I Ready for Retirement Assessment” 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 assessment. Then, you’ll select a date and time that works for you. Please allow YRA 5 business days to complete your audit.