Retire Happy Academy 

You and your coach will be creating a robust roadmap using our Retire Happy Framework TM to steer you towards a happy, fulfilling, and secure retirement. 

You will 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.


➡️ 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.
➡️ Learn essential financial planning concepts such as budgeting, debt management, and investment strategies tailored for retirement.
➡️ Understand the main retirement risks, phases of retirement, and effective drawdown strategies.
➡️ 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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