Rethink Retirement Series

Retirement is a mindset shift. In the Rethink Retirement Series, we discuss that change and how to be ready.

Investment Planning

During this online workshop, we discuss what it takes to build a recession-resistant plan, why the 60/40 portfolio is outdated, and how much risk could be too much risk in retirement.

Health Care Planning

After watching this online workshop, you’ll reconsider waiting until 65 to retire, understand cost-saving Medicare strategies, and learn new ways to fund long-term care.

Income Planning

During this online workshop, we discuss how a retirement income plan starts with your lifestyle - NOT your investments and what it looks like to plan for longevity - making your money last as long as you do.

Legacy Planning

After watching this online workshop, you’ll learn that legacy planning is not just for the ultra-wealthy, it is not likely you will spend it all before you pass, and that there is so much more to a legacy plan than a last will. We will also discuss three important documents to consider when planning your legacy.

Tax Planning

During this online workshop, we discuss why taxes are different in retirement, strategies for pre-tax accounts like IRAs and 401(k)s and how to have more control of your tax bill.