The Complete
"Do It Yourself"
Retirement Plan Course

The Full Curriculum 

Part 1: Introduction

• The Right Order To Creating Your Successful Retirement Plan
• The 5 Stages of Retirement
• How To Make Money Decisions Easier
• 3 Key Questions To Answer

Part 2: Risks & How To Protect Against Them

• The Major Risks We Are Facing In Retirement
• How to Mitigate Those Risks

Part 3: Getting Organized To Simplify Retirement

•  The 5 Mini-Plans
• How to Find & Track Your Most Important Retirement Number
• Starting Your Income Plan

Part 4: Mapping Your Income Plan & "What-If" Scenarios

•  The #1 Tool You'll Need For Your Retirement Income Plan
• A Brief Walkthrough

Part 5: Key Parts Of Your Investment Plan

• What To Expect With Your Investment Plan
• Understanding Your Current Allocation & Cost
• Finding Your Current Risk
• Investments In The Bucket Strategy
• Proper Asset Allocation
• How To Turn On Income From A Portfolio
• How Many Investments Should I Have?
• Rebalancing Accounts In Retirement
• Tax Loss Harvesting  

Part 6: The 15-Minute Retirement Check-In

• The Complete Retirement Review System