Make The Most Of Your Retirement
Follow an evidence based, education-driven masterclass that helps you get the most
out of your retirement savings, so you can get the most out of your retirement.
"It's not the will to win that matters - everyone has that. It's the will to prepare to win that matters."
— Paul “Bear” Bryant
Make The Most Of Your Retirement
Follow an evidence based, education-driven masterclass that helps you get the most
out of your retirement savings, so you can get the most out of your retirement.
"It's not the will to win that matters - everyone has that. It's the will to prepare to win that matters."
— Paul “Bear” Bryant
Masterclass
Lifetime Access to:
- Learning Modules 1-7
- 16 On Demand Videos
- 18 Tools, Worksheets, and Exercises
-
The Masterclass Workbook
BONUS!
Guide To Hiring Your Ideal Financial Advisor
Full Resource Manual
Two Private Coaching Calls
30-Minute Mid-Course Check In Call
30-Minute End of Course Call
$149
Regularly $499
Essentials Masterclass
Lifetime Access to:
Learning Modules 1-4
10 On Demand Videos
10 Tools, Worksheets, and Exercises
The Essentials Workbook
BONUS!
Guide To Hiring Your Ideal Financial Advisor
Full Resource Manual
One 30-Minute Private Coaching Call
$49
Regularly $199
Here's what to expect:
When you click the "Buy Now" button, you'll be taken to our secure checkout. After your purchase is complete, you'll receive an email confirming your registration, and you'll gain immediate access to the course introduction (if you don't see an email in your inbox, check your "Promotions" tab and your SPAM folder). Your email will include instructions on how to access your learning portal.
If you have any questions along the way, our team is here to help you access the content and ensure you get the most out of the program.
√ 100% Safe and Secure Checkout.
60-Day No-Risk Guarantee
You Don’t Have To Be a Financial Genius To Plan For The Retirement Of Your Dreams.
Generate more income, reduce taxes, and enjoy more kick-your-feet-up days than you thought possible.
7 Self-Paced Modules
Printable Workbook
Proprietary Tools
One-On-One Coaching Calls
What You Don't Get:
A “get rich quick” approach to retirement that doesn’t help you increase your wealth over the long-haul.
Learn Strategies That Could Help Protect Your Retirement From Potential Risks
The 2022 Natixis Global Retirement Index cites that there are "three critical retirement risks" facing new retirees today:
- Inflation
- Interest rates
- Living longer
You’ve worked hard to finally experience more of life when you retire. You deserve to enter retirement without worrying about more, too.
With Retirement Intelligence you will learn strategies that can help buffer yourself from the risks of the world. Be confident and comfortable living out your retirement to the fullest.
A Retirement Plan That Gives You More
More wealth, more adventures, more kick-your-feet-up days, more smiles with family and friends. Retirement is your time to enjoy more. Learn the 3 steps to retiring successfully.
Step #1: Form A Clear Vision
Determine your personal retirement goals, what's most important to you, and how to meet (and exceed) them. In other words: learn what's possible and how to afford it.
Step #2: Learn How Your Money Works
Step #3: Plan Your Retirement
Spend, save, and invest like a pro to build more — more wealth, more confidence, and bigger dreams — and create a retirement you’ll love.
What People Are Saying
“
Thanks to the Retirement Intelligence Masterclass, I am now aware of how the timing of my retirement, along with my wages at the time of retirement, will directly affect medicare subscription costs for the rest of my life. The videos, materials, and workbook helped me learn critical concepts that helped me craft a retirement plan in which I feel confident.”
— Renee
“
Last week I was offered an early retirement package at my company. While it was definitely enticing, your masterclass helped me better understand my medical expenses and I realized I would have a significant gap to Medicare if I took it— so I won’t be taking the offer. Thank you Retirement Intelligence!”
— Phil
Testimonials
“
Thanks to the Retirement Intelligence Masterclass, I am now aware of how the timing of my retirement, along with my wages at the time of retirement, will directly affect medicare subscription costs for the rest of my life. The videos, materials, and workbook helped me learn critical concepts that helped me craft a retirement plan in which I feel confident.”
— Renee
“
Last week I was offered an early retirement package at my company. While it was definitely enticing, your masterclass helped me better understand my medical expenses and I realized I would have a significant gap to Medicare if I took it— so I won’t be taking the offer. Thank you Retirement Intelligence!”
— Phil
Meet The Retirement Planning Experts
We believe everyone deserves to live their best lives in retirement!
We've devoted our careers to helping people just like you enjoy retirement on their terms. Whether they have $500,000 or $10 million in savings and assets, we help people plan with what they have and help them navigate their retirement years with more confidence than they have ever felt.
With our signature framework, you can have a retirement plan that doesn't just help you "not go broke" but one that gives you the freedom to enjoy your retirement years with more money in the bank.
The Retirement Intelligence Formula can be broken down into 3 simple steps:
- Financial Planning
- Investment Management
-
Advanced Planning
These 3 principals have helped thousands of people just like you. You've worked hard to have the retirement you've always wanted! These 3 steps will help you get there.
7 Modules To A Successful Retirement
A 7-week course to gain clarity on your goals for retirement and create a plan that can help maximize your hard-earned assets.
The Masterclass Workbook
7 Steps To Help Keep Your Accounts Growing During Retirement
Welcome To The Course: Self-Assessment & Document List
Assess your current level of retirement preparedness, and gather the necessary documents you’ll need to successfully complete the course.
Module 1: Build Your Foundation
By the end of this module, you will:
- Gain clarity on your retirement lifestyle and goals
- Estimate the total cost of your dream retirement
Module 2: Maximize Your Income Streams
Have you considered every potential income generator, apart from social security? Learn how to think outside the box, including strategies to help you get the most out of your income sources.
By the end of this module, you will:
- Get a full understanding of what to expect from social security
- Learn how to use annuities, pensions, real estate, and more
-
Reduce your funding gap, and make the most of your income
Module 3: Maximize Your Savings
By the end of this module, you will:
Understand your different retirement accounts and how they’ll be taxed
Identify what retirement savings you can use to fill your funding gap
Stress-test your plan to make sure your savings match your goals
Module 4: Be A Wise Investor
Do you know what kind of investor you are? This module helps you gain a deeper understanding of your investments, your level of risk tolerance, and ways to manage your investments over time— stress-free.
By the end of this module, you will:
Know the biggest risks most retirees face, and how to manage them
Learn how to manage your retirement accounts to withstand economic stresses
Know how to manage your investments and maximize your income streams
Module 5: Optimize Your Retirement
How do you know if you’re getting the most out of what you’ve been saving for retirement? In Module 5 you will learn strategies that can help maximize your income while reducing expenses, and minimize taxes.
By the end of this module, you will:
- Know how to make the most of your savings and retirement income
- Learn strategies to reduce expenses
- Minimize taxes so you have more money for your dream retirement
Module 6: Protect Your Retirement & Give Back
Three things can often derail even the best retirement plan: liability, life insurance, and long-term care. Learn what you can do to avoid these pitfalls, and how you can set yourself up for success.
Plus, understand the tax laws around charitable giving and how you can wisely give back to your community.
By the end of this module, you will:
- Know your long-term care options, and how to prepare for them
- Determine if you need liability and life insurance, and how much
- Be able to strategize where and how you want to give to charity while also being tax-efficient (so you can give more!)
Module 7: Secrets To Successful Estate Planning
By the end of this module, you will:
- Know the ins and outs of legal documents for estate planning
- Develop a strategy to minimize estate taxes
- The pros and cons of trusts and wills
-
Have an estate plan outline that gives you control over what you value most
PLUS! TWO Bonus Resources When You Join Today!
Guide To Hiring Your Ideal Financial Advisor
Full Resource Manual
Plan Your Retirement Like An Expert
Frequently Asked Questions
– When will I have access to the masterclass?
Right away. Once you sign up, you’ll receive the email confirmation that grants you access to the course materials.
– How much time will this take per week?
It’s up to you! This is a self-paced masterclass, so take your time and enjoy the process. Remember, you have lifetime access to all materials.
– What if I have a question about the masterclass?
We are here to help. You can contact us anytime at support@retirementintelligence.com
and we will get back to you as soon as possible.
– What do I need for the masterclass?
Make sure you have a reliable internet connection to watch the videos. You can download and save the workbook and tools or print them out.
– How do I know this masterclass is for me?
If you are within 5 years of retirement, our masterclass is designed just for you! Our courses can help you get the most out of your retirement, and help you enjoy your retirement even more when you get there.
Get In Touch
Do you have questions about the Retirement Intelligence Masterclass? We’re here to help! Just send us a message at support@retirementintelligence.com and we will get back to you in 1-2 business days.