Turbo Charging Your Retirement Plan

This course is free for all.
Worksheets and forms for you to download, accompany the program, to aide in your planning. Contact one of our representatives if you have any questions after viewing the class. Each purchased course entitles the viewer to a free telephone consultation.



Introduction & Agenda 0:00-2:00
Common myths of retirement planning 2:01-8:58
Why we fail to follow through 9:03-11:12
Disengagement from the vision 11:13-15:00
Financial Pivoting ~15:01-16:38
The Real retirement planning process 16:41-23:56
Shrinking the gap ~24:04-~25:48
Increasing what you have ~25:48-29:21
Phantom Expenses ~29:22-~34:37 Taxes 34:37-36:13
Roth, Whole Life & Financial Pivot Plays ~36:13-55:04
Social Security / Medicare Taxation 55:05-55:34
Whole life; reversing the cash flow 55:35-56:40
HDHP & HSA 56:41-1:05:31
Income distribution techniques 1:05:32-1:15:14
Summary 1:15:15-1:17:22