A comprehensive video course and resource bundle that guides you through creating a personalized retirement strategy, optimizing your investments, and ensuring financial security in your golden years.
The Retirement Planning Masterclass is a comprehensive educational program designed to help you build a secure financial future. Created by certified financial planners with decades of retirement planning experience, this course addresses the complete retirement planning process from early-stage saving to in-retirement withdrawal strategies.
Whether retirement is decades away or just around the corner, this masterclass provides actionable strategies and tools to optimize your retirement planning, maximize your savings, and ensure your financial security throughout your retirement years.
This masterclass is led by Eleanor Richardson, CFP®, with over 25 years of experience in retirement planning. Eleanor has helped over 500 clients successfully prepare for and transition into retirement. She specializes in creating sustainable withdrawal strategies and tax-efficient retirement plans.
"My goal with this course is to demystify retirement planning and give you the same strategies I use with my private clients who pay thousands for personalized retirement planning." - Eleanor Richardson
At 52, I was worried I'd never be able to retire comfortably. This course helped me identify several critical gaps in my planning and provided clear strategies to address them. The Social Security optimization section alone helped me identify strategies that will add over $100,000 to my lifetime benefits. Eleanor explains complex concepts in simple terms without talking down to you. Worth every penny!
My husband and I have attended numerous retirement seminars that were ultimately just sales pitches for financial products. This masterclass is the real deal - authentic, comprehensive education without the sales agenda. The withdrawal strategy module was particularly eye-opening, showing us how to optimize our accounts to minimize taxes throughout retirement. The portfolio templates for our age group (early 60s) were immediately useful.
As someone planning to retire abroad, I found the core strategies in this course extremely valuable. The tax planning and investment sections were exceptional. My only criticism is that most of the content is US-focused. It would be helpful to have some additional modules addressing international retirement considerations like currency risks, international taxation, and healthcare options abroad. Still, I'm very satisfied with my purchase.
