Ultimate Retirement: Build Your Own Dynamic Retirement Plan

Learn the 12 Step Guide to Building Your Specific and Actionable Retirement Plan—Straight from the Experts of 35+ Years

Created by: Margin of Safety Investing
Investment Research & Training

What Will I Learn?

• Direction for students of every level through the difficult path of retirement—simplifying the steps, and optimizing them for your best results
• Knowledge and principles based on a combined 35+ years of extensive research and study, including working with some of the leading experts in the field of investments
• Invaluable information, essential concepts , and practical steps for getting your retirement plan in order
• Extensive details on creating your own retirement plan—for free, as many times as you like
• The ability to calculate your own, personal “retirement number”
• Numerous ways you can adjust and modify your retirement plans and “retirement number” as your life situations change
• Explanation of how the two phases of your financial life affect the decisions and actions you should be taking
• Small actions you can take today to immediately save thousands on your investment and retirement accounts
• Real-world ideas on how to speed up your retirement dream
• Education on how to best work with and capitalize on your financial professionals knowledge and resources
• Explanation on why the glory years of retirement age is no longer the dream—and why that’s a good thing
• Detailed walk-through of the three levels of financial freedom—and how to go about achieving each one in your life
• Teachings on how to profit from the powerful effects of compounding assets
• New knowledge on how the fees you pay on your investment accounts are eating an enormous amount of your nest egg—and how to acquire nearly free alternatives
• Recap of extensive studies showing why most managed funds do not outperform nearly free alternatives
• Education on how budgeting now and for retirement will probably leave you better off than you think
• A workable budget that you can use to plug your own numbers into
• Immediate action items you must consider taking in your financial life
• Understanding the importance of why your retirement mindset is absolutely critical to the amount of financial success you will achieve
• Detailed list on how to tell which financial professional to work with. (This can drastically change your retirement path)
• Encouragement and motivation to look forward to your new future…instead of being frustrated by past results or failures
• True financial peace knowing you have a workable retirement plan which you fully understand
• Opportunity to maximize the amount of money you will be able to live off of every year of your retirement

Requirements

• You can start this course with any level of experience, and go straight to learning the absolute best strategies that we know works for clients and students to create their own retirement plans—which is based on our 35+ years of experience
• You can know next to nothing about investments and retirement, and use our 12 retirement planning steps to optimize your future or current retirement—which we are very confident will leave you much better off, no matter your financial situation
• You can begin this course immediately—if you have no knowledge, or if you are an expert in the financial field, to begin confidently approaching your retirement dreams

Target audience

• Anybody that wants to take control of their retirement future, not having to rely on financial professionals
• Any person who is serious about learning how to develop and maintain an accurate budget which they can easily modify throughout their life
• If you are not motivated to take some control in your retirement outcome, this course may not be for you