This course is designed to give you the information you need to make sounds financial decisions in retirement.
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?
Course Lesson Thoughts
ASSETS - LIABILITIES - INCOME - EXPENSES
It's Just Math!
Welcome to Retirement 101FREE PREVIEW
Lesson 1: The Financial Planning ProcessFREE PREVIEW
The Financial Planning Process Quiz
Lesson 1: The Four Genetic Defects in our Financial DNA
The Four Genetic Defects Quiz
Lesson 1: Inflation, Taxes and Market Crashes
Lesson 1: Assets, Liabilities, Income and Expenses
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
Lesson 1: How to NOT Run Out of Money
Quiz: Retirement Income Traps
Quiz: Retirement income Strategy
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
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
Lesson 1: How to Manage Risk
Quiz: How to manage Risk
Lesson 2: Techniques for Transferring Risks
Quiz: Techniques for Transferring Risk
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
30 Year Fixed Mortgage Payments Go Down
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?
Long Term Care Insurance
Cash Value Life Insurance
Simple and digestible instruction on how to prepare for retirement
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.
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.
Work in progress. Will be the amount of hours of class time, learning modules, workbook, and handouts. Maybe an additional offer of personal consultation.
No, there are no monthly fees or additional charges for our course.
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.
We wont sell you anything in this class, but take us up on our free consultation where we will sell you tons of stuff!