The Wealth Formula

Does the thought of retirement feel like a mystery place of the unknown?

This course removes the guess work and allows you to see if you are behind, on track, or ahead of the game to retire on your terms. Eliminate the complexities of retirement and learn easy and practical steps to reach the retirement you desire. You'll get a simple breakdown on how the wealth formula works and how to apply it. You'll also get a retirement calculator that tells you if you are on track based on 5 simple questions. If you are behind, the calculator tells you how much more you'll need to save per month to reach your retirement goal.

If at the end of the course you decide you want more coaching, you'll have the tools you need to properly pre-screen a licensed financial professional to see if they are a good fit to work with you. Have peace of mind and feel confident that planning for retirement is simple.

Key takeaways from this course:

• Avoid common retirement mistakes

• Leveraging and applying the wealth formula

• The cost of emotional investing

• Impact of taxes on your retirement

• Protecting your wealth long term

• Your clear retirement roadmap

• Identifying the right financial professional to support you