The Full Getting Safely Through Retirement Masterclass!
When you sign up to become a VIP, you will automatically be taking your retirement planning to the next level. With benefits like being able to review all the risks at any time and additional time with Dave to better understand what threatens your retirement, you will find yourself feeling more safe and secure about your future.
Many people think retirement planning is as simple as just socking away substantial amounts of money into their traditional retirement accounts like IRAs and 401(k)s. They believe that the income these accounts will produce, along with a base of Social Security will be enough to get them through retirement. Unfortunately, math and science are proving that this strategy is no longer working. The reason is that current retirees are faced with risks that prior generations did not have to worry about, and current retirement plans are not designed to eliminate these risks. Learn about the key financial risks facing your retirement and what you can do to reduce or eliminate each of them so that you can get to a safe and secure retirement.
BONUS 1
A New Paradigm In Retirement Planning
With over a million different options available for you to structure your retirement, the process can seem overwhelming, but it doesn’t have to be. In this block, you will learn about a simple “3 Bucket System” you can use to get the most out of your retirement assets. You will learn how each of these buckets works and how much money you should have in each bucket to maximize your income during periods of rising taxes. We will cover Roth accounts, taxation of Social Security and how the order of liquidation can impact your retirement cash flow.
BONUS 2
Building a Strong Foundation
If you want your money to last as long as you do, you need to invest it in a way that allows this to happen. In this block we will cover the impact a dramatic market loss could have on your retirement portfolio and whether asset allocation alone is enough to protect your portfolio. We will discuss the two types of investment risk your assets will face in retirement. We will introduce two principal protected products insurance companies offer and cover how these products can help reduce the financial risks facing your retirement.
Go where the rubber hits the road and see what the actual impact of Risk-Based Planning looks like for individual people. Just like with the event recording, you will have lifetime access with the ability to learn wherever and whenever you want. With this, you will have a greater sense of what will be needed to safeguard your retirement.
BONUS 4
LIFETIME ACCESS TO THE RISK-BASED RETIREMENT PLAN CASE STUDIES COURSE
