When Are You Going to Taking Social Security?

Did you know that if you wait until you're 72 to take social security you have already forgone $200,000 in payments and are starting in the hole?

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When Do You Plan on Taking Social Security?

Course Lesson Thoughts

Ask Alie

ASSETS - LIABILITIES - INCOME - EXPENSES

Here at Retirement 101 students will learn how to answer the most important questions they have regarding their retirement. Students will be provided the building blocks of how to create goals for retirement, construct their personal financial statements, and how to make better decision with their assets, liabilities, income, and expenses. We will take a deep dive into tax planning using Roth IRA conversions, estate planning with wills & trusts, and investing in today’s market. Students will even be given strategies to determine how they will take income from their savings in retirement and not be in fear of running out of money. Most importantly, they will leave the class with confidence that they will be capable of making the right decision because… It’s Just Math!
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The Answers to Your Retirement Questions

It's Just Math!

Course curriculum

  • 1

    Course Introduction

  • 2

    Chapter 1: Time and Money

  • 3

    Chapter 2: The Financial Planning Process

  • 4

    Chapter 3: The Four Genetic Defects in our Financial DNA

    • Lesson 1: The Four Genetic Defects in our Financial DNA

    • The Four Genetic Defects Quiz
  • 5

    Chapter 4: The Big Three

    • Lesson 1: Inflation, Taxes and Market Crashes

    • Inflation Quiz
  • 6

    Chapter 5: Ask ALIE

    • Lesson 1: Assets, Liabilities, Income and Expenses
  • 7

    Chapter 6: Investing in Retirement

    • Lesson 1: Finding the Perfect Investment

    • Quiz: The Perfect Investment

    • Lesson 2: The Most Important Criteria for Investing

    • Quiz: The Most Important Criteria for Investing

    • Lesson 3: Understanding Stocks and Bonds

    • Quiz: Understanding Stocks and Bonds

    • Lesson 4: More on Investing in the Stock Market

    • Quiz: More on Investing in the Stock Market
  • 8

    Chapter 7: Retirement Income

    • Lesson 1: How to NOT Run Out of Money

    • Quiz: Retirement Income Traps

    • Quiz: Retirement income Strategy
  • 9

    Chapter 8: Tax Planning in Retirement

    • Lesson 1 - Understanding Tax Rates

    • Quiz: Understanding Taxes Rates

    • Lesson 2 - Taxation on Your Investment Return

    • Quiz: Taxation on Your Investment Return

    • Lesson 3: Asset Location - Not What You Own but Where You Own It

    • Quiz: Asset Location

    • Lesson 4: Roth Conversions
  • 10

    Chapter 9: Social Security

    • Lesson 1: Social Security Overview

    • Quiz: Social Security Overview

    • Lesson 2: Making the Right Choice for you… The Four Variable to Consider

    • Quiz: Making the right decision with Social Security

    • Lesson 3: Taxation of Social Security Benefits

    • Quiz: Taxation of Benefits
  • 11

    Chapter 10: Risk Management

    • Lesson 1: How to Manage Risk

    • Quiz: How to manage Risk

    • Lesson 2: Techniques for Transferring Risks

    • Quiz: Techniques for Transferring Risk
  • 12

    Chapter 11: Estate Planning

    • Lesson 1: Trust Based Estate Planning (California)

    • Quiz: Trust Based Estate Planning (California)

    • Lesson 2: Advanced Tax and Estate Planning using Charitable Trusts (Bonus Material)

    • Quiz: Advanced Tax and Estate Planning Using Charitable Trusts
  • 13

    Conclusion

    • Conclusion

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Should You Pay Off Your Mortgage?

30 Year Fixed Mortgage Payments Go Down

The Big Three

These Three Items Are the Silent Killers to Your Retirement Accounts

  • Inflation

    Created by Certified Financial Planner (TM) professionals, Retirement 101 provides you with practical education that you can use to make better financial decisions for your future.

  • Taxes

    Unlike other financial seminars, there are no financial products or services being sold in our course. Our goal is to provide you with financial education that will have you more informed with respect to your finances.

  • Market Crashes

    Our course will not only help you answer some of your specific questions that you have today, like “Should I pay off my mortgage” but also provide you with a framework of understanding so that you can not only make the right decisions for your finances today but for the future decisions you will need to make as well. After all, It’s Just Math!

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How Much Should You Have in the Stock Market

Learn why the common advice and financial products you hear about are WRONG

Everybody has an opinion on what you should do with your finances.... But it shouldn't be an opinion... It's simple math!

  • Should I pay off my mortgage early?

  • Should I delay taking Social Security?

  • Tax Defferal

  • Income Annuities

  • Long Term Care Insurance

  • Cash Value Life Insurance

  • And More!

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The Big Three

Course Content

What our Students Say

Simple and digestible instruction on how to prepare for retirement

Information Packed

by John Doe

This course will provide students a better understanding of their finances so that they can be confident in making an informed decision when it comes to their retirement. Students will learn strategies to know the answers to their most important questions like: when to claim social security, when they can retire, should they pay off their mortgage, how to minimize taxes, and even how much money should they invest in the stock market. For here at Retirement 101 we don’t just give our opinions, because the answers to these questions can be determined… It’s Just Math!

Easy to Use

Steve Smith

This course will provide students a better understanding of their finances so that they can be confident in making an informed decision when it comes to their retirement. Students will learn strategies to know the answers to their most important questions like: when to claim social security, when they can retire, should they pay off their mortgage, how to minimize taxes, and even how much money should they invest in the stock market. For here at Retirement 101 we don’t just give our opinions, because the answers to these questions can be determined… It’s Just Math!

Something About Social Security

Mike L

This course will provide students a better understanding of their finances so that they can be confident in making an informed decision when it comes to their retirement. Students will learn strategies to know the answers to their most important questions like: when to claim social security, when they can retire, should they pay off their mortgage, how to minimize taxes, and even how much money should they invest in the stock market. For here at Retirement 101 we don’t just give our opinions, because the answers to these questions can be determined… It’s Just Math!

Pricing options

Explain how different pricing options might be valuable to different segments of your audience.

FAQ

  • What is retirement 101?

    Retirement 101 is a streaming platform that provides financial education to those who want to build a better financial future. Our one-time, fixed cost tuition allows individuals to understand some of the most important learning objectives with respect to their financial future OnDemand at their own pace from any device.

  • Where can I watch?

    Dan

  • Is this class right for me?

    Whether you are already retired, or planning your retirement, this class will help you stay on track and learn valuable information that could help improve your financial plan. This class is not intended for those just starting out on their financial journey.

  • What is included with this class?

    Work in progress. Will be the amount of hours of class time, learning modules, workbook, and handouts. Maybe an additional offer of personal consultation.

  • Is there a monthly membership cost or ongoing fees?

    No, there are no monthly fees or additional charges for our course.

  • Are there any hidden charges?

    No.

  • Is this a sales presentation?

    This is NOT a sales presentation. Retirement 101 provides financial education and you will not be sold any financial products or services in our class.

  • Something about a consultation?

    We wont sell you anything in this class, but take us up on our free consultation where we will sell you tons of stuff!