Thank you for spending 7 hours with us learning about retirement planning.
Below you’ll find a plethora of materials that complements the class presentation. Feel free to review at your own pace, and come back to this page at any time you’d like to access the information.
There’s also a wealth of information on our website, blog and Facebook page. We look forward to helping you get ready for retirement.
If you haven’t already done so, the next step in your retirement planning education is to schedule your Q&A session with Brian. You can choose a phone or face to face meeting. This is a valuable no brainer opportunity to find out if you’re on the right track or what you need to get on the right track.
Here’s what will be covered:
Link to income projection online intake form or bring this list of documents with you to the meeting.
Schedule your Q&A here (choose Your Retirement Advisor Q&A as the event type.
Many of the strategies in the below white paper were discussed in class. This is great summary of all the alpha strategies that are important to a better outcome in retirement.
In our Your Retirement Advisor planning approach, we recommend that you take an inventory of your assets, income and expenses as a key part of discovering if you have enough of the “right stuff” to last throughout retirement. The Multi-Discipline Retirement planner and planning for retirement checklist allows you to get a snapshot of all the disciplines in your retirement plan and your retirement “to-do’s” in one place. The Personal Document locator is a very helpful tool.
Take a try at answering these 26 questions (and if you work with an advisor and not sure if he/she knows enough about “retirement” to help you, put him/her to the test too). Tip: if you’re 5-10 years from retirement and he/she hasn’t brought up many of these things with you, it’s safe to say he/she doesn’t really “know” retirement.
See what other Americans know about retirement…
In about 15 minutes our More Than Money exercises will help you visualize your retirement – helping you to start creating a picture of your personal plans for retirement. We’ve also included a link to an interesting Ted Talk about what the secret to living longer is (you’ll be surprise at the answer) and some profiles for how everyday people are retiring.
The most important area to focus on in retirement readiness is determining if your savings and income will last a potentially long retirement. Here are the 4 important questions to address:
You can learn more about retirement income planning (and the value of a Retirement Income Projection Analysis) with the below materials.
These are valuable workbooks to print out and interact with. They complement and reinforce many of the concepts you learned in class.
Sometimes it’s tough to get through all the content in 7 hours. Below is a tax webinar for you to listen to and watch at your leisure. We’ll also be uploading webinars on the investments and investment strategies and risk management sections as soon as possible. You can also access our free e-classes at anytime.
These simple calculators will give you a “direction” to head for in your retirement, but you’ll need a detailed map on how to reach your retirement destination. A Retirement Income Projection Analysis (RIPA), coupled with a comprehensive plan is the best combination of data-driven retirement planning a person can have as they start their retirement journey.
While retirement planning is imperative, it certainly isn’t easy. The accumulation phase of your life is easy compared with retirement. There’s so many more considerations and issues to address in retirement. While you can certainly undertake retirement education and be your own advisor, we recommend that you make the investment in working with a hybrid “retirement” advisor who has the experience and know-how every retiree needs. The investment is much more afforable than you think, potentially saving you thousands and thousands of dollars in bad decisions. Not just any advisor will do.
Assessing Advisor Cost & Value
Don’t forget to schedule your Q&A with Brian…it’s really a great investment of time and you have nothing to lose. Please also like and share our Facebook page and bookmark our blog page.