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Free Retirement Workshops: Income, Taxes, Social Security & Healthcare... Working Together

Your Retirement Plan Might Look Right…

But Could Be Set Up to Fail

A retirement plan is easy to create... It’s just numbers and assumptions.

It's the strategies you use that will make or break your retirement.

Many people don’t realize when their income, tax, Social Security, and healthcare decisions are working against each other. Those inefficiencies can cost you big.

That's why, in this live workshop, I’ll show you how to build a coordinated retirement plan with strategies that can help you avoid common mistakes.

Join any session that fits your schedule:

Tuesdays at 1 PM ET / 10 AM PT

Thursdays at 3 PM ET / Noon PT

Attend live. Ask questions. See how your plan stacks up.
Limited spots. No replays.

This Is For Those Who...

  • Want to retire within 5 years.

  • Currently retired and concerned.

  • Have a plan (or portfolio) but aren’t sure if it actually works.

  • Want to pay less in taxes.

  • Concerned about healthcare costs.

  • Want to explore more strategies.

This Is NOT For Those Who...

  • Want a “set it and forget it” system.

  • Believe more risk = more reward.

  • Think you can time the market.

  • Want the "perfect" investment or product (it doesn't exist).

Here’s the difference…

“Many advisors focus on products. We focus on building a system...

Retirement planning isn’t about finding the ‘perfect’ investment, product, or strategy. That doesn’t exist. What retirees really need is a framework and a system that can adapt as life changes and as the market evolves.”

— Michael Decker, NSSA®

Author of How to Retire on Time

Most Retirement Plans Aren’t Actually Plans

They’re projections based on assumptions.
But assumptions don’t create outcomes. Strategy does.

If you’re 50–70 and unsure whether your retirement plan (and/or portfolio) is truly optimized for income, growth, tax minimization, healthcare, etc., this workshop is for you.

In this live workshop, the author of the book How to Retire on Time will show you how to build a retirement plan, implement various strategies, and answer your questions live.

Here’s What You’ll Start to See…”

  • Why many income strategies fail during market downturns

  • Why tax strategies can backfire if not coordinated

  • Why Social Security decisions impact everything else

  • Common misconceptions about healthcare planning

Life is dynamic.

Your plan should be too.

Too many plans are built around a single projection... not a system.

The retirees who thrive aren’t the ones with the “perfect” plan... they’re the ones with a system full of various strategies they can implement as life unfolds. Retirement planning isn’t about getting the math right once. It’s about coordinating income, taxes, investments, Social Security benefits, and healthcare (and their associated risks) in a way that adapts over time. We want to answer questions like:

  • "How do I know if I have saved enough to be able to retire?"

  • "How do you take a pile of money and turn it into income?"

  • "How will taxes affect my retirement?"

  • "When should I file for Social Security?"

  • "How do I maintain income when markets go down?"

  • "What if I live longer than expected?"

  • "How do I handle healthcare before and after 65?"

  • "What should be done before I officially retire?"

What You’ll Learn in the Workshop

  • The First Step in Retirement Planning That Many Miss.

  • 10 Ways to Structure Retirement Income (And When Each One Breaks).

  • The Truth About IRA-to-Roth Conversions (And When It Makes Sense to Avoid Them).

  • How to Manage a Portfolio During a Market Crash (Hint: It's Not 'Ride It Out')

  • When the Zero Tax-Bracket Is Not In Your Best Interest.

  • Why you should put your plan together before your portfolio.

  • how Social Security can affect all other parts of your plan.

  • How to coordinate your income and tax planning to be more efficient.

  • What to look for on your 1040 tax return.

  • When seeking higher average returns can actually hurt your portfolio.