Got A Vision For Your Dream Retirement…
But No Idea How To Make It A Reality?
Retirement Intelligence = Dream Big, Plan Smart
The Cost of Being Unprepared
If ever there’s a time to finally relax, it’s retirement: The culmination of your hard work, dedication, and perseverance. But financial uncertainties can cloud it with stress.
Will you have enough to sustain your lifestyle?
What about unforeseen medical expenses?
How to navigate the complexities of Medicare, Social Security, and investments?
And with a constantly changing financial landscape influenced by politics, world events, and inflation, it's easy to feel overwhelmed.
We get it!
That’s why we’ve distilled down the essence of retirement planning into a manageable, step-by-step formula.
No jargon, no false promises, just realistic, actionable guidance.
Without proper planning, you risk missed opportunities to optimise your savings - not to mention a cloud of anxiety over what should be your most cherished years.
Shaping the Retirement You've Always Imagined
What does your dream retirement look like?
Imagine a retirement where the uncertainties fade... where you have a crystal-clear blueprint tailored to your dreams and aspirations.
One where you're not just surviving but have the confidence (and budget) to pursue passions, travel, or simply enjoy peaceful moments with loved ones.
It doesn’t need to just be a dream.
With the right guidance, tools, and strategies, you can give yourself the best possible chance of turning your dream into a reality and experiencing the retirement you've always envisioned.
Introducing...
Your personalized blueprint to unlock the retirement you’ve earned.
This 3-part masterclass is designed to transition you from feeling overwhelmed to confidently prepared... all in an average of just 3 weeks.
It’s self-paced, though, so you can take your time to thoroughly digest the material and apply the strategies at your own pace.
What’s different about our approach?
Planning for your retirement isn't just about numbers or spreadsheets.
It's about envisioning your future and then crafting a practical roadmap to get there.
Here’s what makes our process different:
#1: Holistic Insights:
The masterclass doesn’t just look at one aspect of your financial life; it considers everything.
From your current savings to your future aspirations, our strategies take everything into account.
#2: Tailored Strategies:
No two retirements are the same. Why should your retirement strategy be generic?
Our fill-in-the-blank tools and simple, step-by-step videos are designed to help provide you with a personalized roadmap that aligns your financial strategies with your retirement dreams.
#3: Clear Communication:
Financial jargon is overwhelming.
That's why we break things down, keeping them clear and accessible. You'll always know where you stand and the steps you need to take.
#4: Plan For Your Future:
With our approach, you're not just prepared for today.
You can be in a strong position for the uncertainties of tomorrow, thanks to adaptable strategies that are designed to evolve with the changing times.
#5: Time-Efficient Learning:
In just three weeks, you can transition from confusion to clarity, equipped with insights to draft a retirement plan that works for your unique situation.
No fluff, just critical retirement planning aspects distilled into engaging, easy-to-understand modules.
Your retirement should be more than just getting by; it should be everything you've imagined and worked for.
Our Retirement Intelligence Formula is crafted to not just offer financial solutions but to open doors to a future you're excited to step into.
Meet Your Guides: Scott & Jesse
With over 30 years of combined expertise as CERTIFIED FINANCIAL PLANNER™ practitioners, we are proud to be your trusted partner in navigating retirement.
This isn't just a job for us...
it's a commitment!
We firmly believe that everyone should have the chance to enjoy the retirement they’ve worked for. It's not just about financials; it’s about peace of mind and clarity.
What Sets Us Apart?
Our experience in the field isn't just about time; it's about the depth of understanding, tailored strategies, and the lives we've impacted.
Our tried-and-true Retirement Intelligence Formula isn't a generic ‘retirement plan’ - it's your personal roadmap for a retirement you love.
We get that the world of finances can be overwhelming. That’s why we're dedicated to breaking things down, answering every query, and ensuring you feel confident about your decisions.
Discover the Core Modules
Get to the heart of retirement planning with our straightforward modules
Module 0: Welcome To The Masterclass - Self-Assessment & Document List
Assess your current level of retirement preparedness, and gather the necessary documents you’ll need to successfully complete the masterclass.
Module 1: Your Dream Retirement - Vision & Viability
Envision your retirement life: Travel, hobbies, lifestyle
Break down costs: Living expenses, healthcare, travel, and more
Understand Medicare and its costs
Gauge financial readiness: How much do you really need?
In this module, you'll outline what you want your retirement to look like, whether that's traveling, taking up new hobbies, or simply relaxing.
You'll then figure out how much those dreams might cost, considering things like regular bills, health costs, and any special plans.
Finally, we’ll tackle the basics of Medicare and help you determine how much you need to save to be ready for retirement.
Module 2: Retirement Income - Will You Have Enough?
Identify and turn on your income sources
Master Social Security: What are your options?
Craft a robust retirement income stream
Stress test your retirement plans: Affordability and sustainability
Accessing your retirement accounts: How and when
Retirement means a change in where your money comes from.
Here, you'll identify potential sources of income for your retirement years. We'll guide you through the ins and outs of Social Security to help you make the most of it.
You'll also learn about setting up a steady flow of income for your retirement and get insights into when and how you should tap into your retirement savings.
Module 3: Smart Investing for Retirement
Align investments with your new goals
Discover your investment identity and its implications
Learn why you may need a different approach
Ensure your investments resonate with your retirement dreams
This module focuses on making smart investment choices during retirement. You'll identify your investment style and understand its impact.
We'll discuss why investing in retirement carries different risks and requires a different approach… helping you make more informed decisions.
By the end, the goal is that you'll know how to manage and adjust your investments to support your retirement plans.
Bonuses (Advanced Planning Strategies):
Delve deeper into planning for your retirement with our bonus materials
Optimize Your Retirement
Advanced strategies that can help you optimize your retirement
Learn innovative Social Security strategies
Uncover tactics that may help reduce your tax bill
Strategize for greater income source benefits
Safeguard & Support - Protect Your Retirement & Give Back
Strategies that may help guard your health and wealth
Boost your charitable impact: Make donations count more and cost less
Hiring and Working With Financial Professionals:
What is the difference between a Broker versus a Registered Investment Advisor?
Who’s truly working in my best interest?
This class helps you answer those questions and provides guidance on choosing and working with financial experts.
Full Resource Manual & Guide Book:
Full of resources and useful information for your reference.
PLUS...
Claim Your Free 30-Minute Strategy Session
...And Get Our Eyes on Your Future!
Solidify your grasp of the course through a complimentary strategy session with Scott or Jesse.
We will meet with you via phone or Zoom to answer your questions and help you grasp the concepts.
We want you to have all the tools and knowledge to move forward with clarity and confidence!
What Our Participants Say
See how others have benefited from the Retirement Intelligence Formula:
“
Thanks to The Retirement Intelligence Formula masterclass, I'm 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 are from individuals who are users of Retirement Intelligence and did not receive compensation for making a testimonial
Your Path to a Dream Retirement Starts Here
We know that you want to be confident and secure in your retirement, but the complexities of planning for your retirement can feel overwhelming and complex.
That’s why we've crafted a straightforward, comprehensive masterclass to ensure you're well-prepared for the retirement you've earned. No jargon, no false promises.
Just actionable guidance developed by experts who understand the unique challenges and opportunities of retirement planning. It’s time to take charge, plan effectively, and build the foundation for your dream retirement.
Join The Retirement Intelligence Formula today and step confidently into the future you envision.
Module 1: Your Dream Retirement - Vision & Viability (Value $197)
Module 2: Retirement Income - Will You Have Enough? (Value $197)
Module 3: Smart Investing for Retirement (Value $197)
BONUS: Optimize your retirement (Value $197)
BONUS: Safeguard & Support - Protect Your Retirement & Give Back (Value $197)
BONUS: Hiring and Working With Financial Professionals (Value $97)
BONUS: Full resource manual and guidebook (Value $97)
PLUS a Complimentary 30-minute,
1:1 Strategy Call With Scott or Jesse (Value $197)
Total Value = $1,376
Normal Price = $297
Today's Price = $37
60-Day No-Risk Guarantee
If for any reason you feel like the Retirement Intelligence Formula isn’t helping you take steps to create an effective financial plan for retirement with actionable steps, we will refund your investment 100% within the first 60 days.
Frequently Asked Questions
Q: 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.
Q: 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.
Q: What if I have a question about the masterclass?
We're here to help. You can contact us anytime at support@retirementintelligence.com, and we will get back to you as soon as possible.
Q: 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.
Q: 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.
Q: Can I share this course with my spouse or partner?
Absolutely! We encourage you to share the course materials with your spouse or partner to foster collaborative retirement planning.
Q: Is there personalized feedback or support available during or after the course?
We're happy to provide you with a complimentary 30-minute Strategy Session once you’ve completed the course. Solidify your grasp of the course strategies through a personal 1:1 call with Scott or Jesse.
Q: How technical is the content? Will I need a financial background to understand the material?
Our masterclass is designed to be easily digestible regardless of your financial background. The step-by-step approach ensures clarity and understanding.
Normal Price = $297
Yours Today For Just $37
60-Day No-Risk Guarantee
If for any reason you feel like the Retirement Intelligence Masterclass isn’t helping you take steps to create an effective financial plan for retirement with actionable steps, we will refund your investment 100% within the first 60 days.
By completing your order, you agree with our
Terms Of Service
Have Questions? Get In Touch...
If you have questions about the Retirement Intelligence Formula, 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.
The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategy.
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.
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