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3 Day Retirement Training Add On

$246.25$197Save 20%

3 Day Retirement Training Add On Training

THE RETIREMENT ADD ON TRAINING IS NOW LIVE!

Lot’s of people requested I do this & I think this will help you A LOT!

No matter what stage of life you are in, you need to do this!

If you got value from my main course, you will love this one.

It’s about 3.5 hours long broken down into 3 days.

(This is on Whop next to the main course)

Things I Cover:

  • Doing my system in retirement accounts

  • Allocation

  • Cash flow

  • When to take social security

  • Specific age brackets for what to do in each age range (worksheets/checklists)

  • Withdraw rates

  • Taxes now & in retirement

  • Roth vs Traditional vs Taxable

  • Fear of running out of money

  • Options in retirement accounts

  • Account transfers

  • Allocation based on market conditions

  • Stock vs bonds vs cash and how that changes with age

  • Sequence of returns risk

  • HSA vs FSA

  • 4% rule

  • Yield Traps

  • How to generate income in retirement

  • Roth conversion

  • Required Minimum Distributions

  • How much you need to retire

  • Various calculators

  • plus much more!

This is a 1 time charge for lifetime access.

Please reach out if you have any questions!

Customer reviews
5.0239 ratings
Top reviews
  • 3 days ago
    Very comprehensive course - covers all the angles - easy to follow. I'm recommending to friends and family for a strong investing foundation.
    Written 1 month after purchase
  • 5 days ago
    Top notch course!!
    Written 23 days after purchase
  • 7 days ago
    Been trying to build a tool like this in excel for years. This thing does it ALL! 100% worth the cost.
    Written 1 month after purchase
  • 8 days ago
    Just an amazing tool, must have to track all your stocks across all your portfolios.
    Written 1 month after purchase