See the Retirement Planning Process in Action
Episode description
One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"
Starting January 7th, I'll answer these questions for a fellow reader (Carl). You'll get to listen in as we create his retirement plan each week, culminating in a LIVE webinar where you (and Carl) will hear the results for the first time.
NOTE: check out the bottom of this post for an opportunity to plan alongside Carl
Who is Carl?
- 51 years old
- Married 27 years with a 19 year old child
- 29 year corporate executive
What He Wants From the Plan:
- When can I get out?
- Will I run out of money?
- How do I plan for worst case scenarios?
- How do I handle healthcare?
During the webinar, you and Carl will watch LIVE as I stress test Carl's plan against the most common retirement worries:
- Bad market returns
- High inflation
- Long-term care costs
- Outliving his assets
Here's the Schedule
- January 7th Defining Carl's ideal retirement
- January 14th Reviewing Carl's financial resources
- January 21st Identiflying risks to Carl's plan
- January 28th Reviewing Carl's estate and giving wishes
- January 30th LIVE webinar presentation giving Carl his results
Register now and create your plan alongside Carl You'll get:
- Weekly summaries of Carl's plan
- Free worksheets and checklists to plan alongside Carl
- Free video tutorials to help you in each step of the process
- Registration to the LIVE webinar on January 30th
Go to www.rogerwhitney.com/rpl