I will give you the tools to better prepare for retirement and, together, we will take 5 steps to your retirement success:
Part 1: Foundation Check – Most people have a weak retirement plan that can barely cover their rent or mortgage if they were to retire right now. I will show you exercises to assess the foundation of your retirement plan and the actions needed to avoid becoming broke after retirement.
Part 2: Priority Check – we will review your financial obligations and show you what needs to be prioritized. Are you paying enough money on your debt? Or perhaps you are paying a debt that is no longer on your credit report. Or perhaps some debt can go into a settlement arrangement. Many people are putting their money into the wrong things. I will show you what to do to eliminate debt quickly, so that you can invest your money into the right retirement accounts, plus have extra money for the extra things you want (ie..new car, new furniture, salon appointments, etc).
Part 3: Home Investment Check - most people remain forever trapped by the lending terms and payment amounts that they initially agreed with their mortgage lender or landlord and can’t see their way out. Do you sometimes struggle to make the rent or mortgage installments and have to sacrifice some bills and those things you would love to have? Do the tax and school fees payment dates seem to come around too fast? I will show you how to effectively lower your mortgage payments or, shorten the time to full repayment and clear home ownership; how you can get the most out of your installments / rent payments to reduce home utilities costs, and free up money that can be put towards retirement."
Part 4: Savings Level Check – I will help you determine what portion of salary/wages should go towards retirement savings, and how to ensure this happens consistently.
Part 5: Investment Options Check - I will give you market information and assess where and in what best to invest at this time
Further, you will take away the:
- Presentation Slides and have lifetime access to the copy videos,
- Text Files - with the detailed lecture notes,
- Excel Worksheets - with the examples and templates from the training,
- Checklists - for retirement planning and
- Calculators - for retirement savings targets and retirement planning