The Retire Happy Academy
You and your coach will be creating a robust roadmap using our Retire Happy FrameworkTM to steer you towards a happy, fulfilling, and secure retirement.
You will learn and build a comprehensive retirement roadmap in just 8 weeks, but we will personally help you create your personalized retirement plan with 1-on-1 coaching.
The end result is that you have a complete and thoroughly vetted plan endorsed by Retire Wise, LLC, with recommendations.
Gain a comprehensive understanding of retirement and financial planning, from foundational principles to advanced strategies.
Define your retirement goals, purpose, and well-being factors through interactive exercises and assessments.
Understand the main retirement risks, phases of retirement, and effective drawdown strategies.
Learn essential financial planning concepts such as budgeting, debt management, and investment strategies tailored for retirement.
Acquire advanced knowledge on miscellaneous retirement considerations, including estate planning, insurance, asset protection, and social security optimization.
Develop practical skills and strategies to manage retirement risks, optimize income, and preserve your nest egg for a fulfilling and secure retirement.
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