The opportunities from this course:

  • Discover a way when it looks like there's no way.
  • Understand the "moving parts," where you stand now, and what you need to do.
  • Get focused and deal with your obstacles.
  • Put yourself in a position to achieve your goals.
  • Get a solid platform to move from and tweak as life goes forward.
  • Get a "third-party set of eyes" to moderate your planning.

Course curriculum

  • 1

    1. Start Here

    • Get Started Here
  • 2

    2. Gather Your Information

    • Your Retirement Financial Organizer Worksheet

    • Tips For Gathering Your Information

    • (Bonus Opportunity) The Pareto Method for Examining Your Expenses
  • 3

    3. Your Retirement Calculator

    • Your Retirement Calculator

    • Entering Your Information

    • Customizing Your Retirement Calculator

    • Assessing Where You Stand
  • 4

    4. Analysis and "What-If"

    • Now What?

    • Sensitivity Analysis

    • "What If?"

    • More About Reducing Expenses and Increasing Investment Savings

    • Increasing Income During Retirement

    • Your Retire With Power™ Action Steps, Part 1
  • 5

    5. What’s Next?

    • Some Observations

    • About Compound Interest

    • The Basics of a Plan

    • (Private Bonus) Add-On: My Own Investment Conclusions and Actions

    • Bonus: Some More Resources

    • Your Retire With Power™ Action Steps, Part 2

    • What's Next?

What People Are Saying About This Course

We've miraculously taken what looked like survival and moved into abundance

Gisele L.

I'm speechless. In a little over a month with a 3rd-part set of eyes, we have miraculously taken what looked like survival and moved into abundance. This has been such an effective tool for Curt & I to keep our objectivity in a domain where it's probable for a couple to hit pitfalls. And there's a lot of power around our ability to just keep tweaking as life goes on. I want to relish and celebrate in the accomplishment - Thank you!

From confusion and fear to clarity and workable plan

Gail A.

I went from confusion and fear to clarity and a workable plan. I have a much better understanding of the moving parts and how to effect things. The spreadsheet gave me a solid platform to move from. It’s a very ambitious program. I’ve put myself in a position for us to achieve our goals. It gave me focus and I dealt with my obstacles.

You really made a big difference for me!

Allison I.

Thank you so much for helping me with my retirement planning. It’s the first time I’ve had a way to do it. It really helped me understand where I’m at & what I need to do financially! You really made a big difference for me!

Want to see if this course is a good fit?

Contact me