The Wealth Formula
Discover if you’re on track for retirement with this course. Learn how to catch up if you’re behind and create a clear roadmap for your future.
What you’ll learn
- Find out if you are behind or ahead of your retirement savings
- Learn how to catch up if you are behind
- Have a clear step-by-step guide to reach retirement on your terms
- Receive hands-on coaching and strategy planning
Does the thought of retirement feel like a mystery place of the unknown?
This course removes the guess work and allows you to see if you are behind, on track, or ahead of the game to retire on your terms. Eliminate the complexities of retirement and learn easy and practical steps to reach the retirement you desire. You’ll get a simple breakdown on how the wealth formula works and how to apply it. You’ll also get a retirement calculator that tells you if you are on track based on 5 simple questions. If you are behind, the calculator tells you how much more you’ll need to save per month to reach your retirement goal.
If at the end of the course you decide you want more coaching, you’ll have the tools you need to properly pre-screen a licensed financial professional to see if they are a good fit to work with you. Have peace of mind and feel confident that planning for retirement is simple.
Key takeaways from this course:
Avoid common retirement mistakes
Leveraging and applying the wealth formula
The cost of emotional investing
Impact of taxes on your retirement
Protecting your wealth long term
Your clear retirement roadmap
Identifying the right financial professional to support you
Who this course is for:
- This course is ideal for residents of the United States. Other countries have different retirement programs and tax laws which are not covered in this course.
- This course is for someone who wants know if they are on track for their retirement. The course is designed to tell you if you are behind, on track, or ahead of your retirement savings. If you are behind, you will learn how much additional savings are needed per month to get back on track.
- This course if also ideal for someone who wants the option of a one-on-one session with a financial professional to help customize and personalize their investment strategy. The optional strategy session is inclusive to the course.
- This course is not suitable for someone who is looking to learn more about specific investments, such as mutual funds, stocks, or bonds.
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