cover of episode See the Retirement Planning Process in Action

See the Retirement Planning Process in Action

2014/12/29
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Retirement Answer Man

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Shownotes Transcript

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