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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
5.0204 ratings
Top reviews
  • 5 days ago

    I did a 1:1 with Brandon to talk through my portfolio and specific situation. It was extremely helpful. Brandon is sharp and focused and great at helping people look at things objectively. He has a clear point of view and shares his opinions openly. I found it well worth the money and time. Also, Br...

  • 5 days ago

    Brandon gets straight to the point, very valuable information that changed my mindset when it comes to trading and investing. Highly recommend. If you're on the fence, just do it for yourself. You won't regret it. 1:1 was also extremely helpful in helping me review my positions and get ratios in che...

  • 7 days ago

    Not many places in the world where you can get this kind of education for less than $500 a year. Thank you!!

  • 8 days ago

    Excellent, Thank you

3 Day Retirement Training Add On | Whop