Welcome to the Retirement Power Hours Masterclass Portal

Congratulations on making a decision to get smart about your retirement. Each of the four 90-minute 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, after each sessions, on this portal you will have access to…

  • A recording of the class
  • Downloadable presentation from each class
  • An Am I Ready for Retirement? complimentary chat and assessment from your instructor
  • Materials and videos (aka homework) to complement each class

We look forward to helping you get ready for retirement. 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 the 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: “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.

Retirement Class 1

Introduction to the RPH Masterclass

Retirement Planning

Middle Way Guidance – An unbiased and balanced approach in retirement

Introduction to Multi-Discipline Retirement Strategies

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

(Note: The Multi-Discipline white board video and class covered 5 strategies, while the white paper includes 8 strategies)

The Middle Way White Paper

Multi-Discipline Retirement Strategies White Board Video

Multi-Discipline Retirement Strategies White Paper

Morningstar Alpha, Beta & Gamma Study

Retirement Class 2

 

Retirement Income Planning and Social Security

Download Class 2 Presentation

Your instructor has suggested the below content to back up some of the concepts reviewed in class.

Income Planning Guide

Social Security Guide

Retirement Efficiency Assessment (REA) Overview

Retirement Class 3

 

Portfolio Risk Optimization

Healthcare and Medicare Class

Your instructor has suggested the below content to back up some of the concepts reviewed in class.

Medicare Workbook

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

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 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 and we’ll be giving away a few items to those who take action, start a free trial and enter their financial inventory before class 3. When was the last time you had a COMPLETE view into your current and future financial life?

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 your instructor about your situation and any questions you have about the class content or your retirement.

Click here to schedule chat only

 

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 your instructor to complete your assessment. Then, you’ll select a date and time that works for you. Please allow 5 business days to complete your assessment.

Click here to schedule Assessment and Chat

Love the class? Invite friends or family members to sign-up here.

Questions? Email: lynnt@retirementpowerhours.com

Retirement Power Hours