Take Charge of Your Retirement and Retire Financially Happy.
Traditional retirement planning methods used today are outdated causing people to have overexposed market & life risks that can wipe out your retirement.
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How to create the ideal retirement plan for you.
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How to maximize your 401k or Pension plan
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Learn the impact taxes will have on you retirement and how to minimize your taxes in retirement.
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Learn strategies used by the rich to minimize taxes and maximize income in retirement.
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Learn about Social Security & Medicare in retirement
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Learn how to protect your retirement from the many life risks that can wipe out your retirement.
Retire Happy Retirement Course Curriculum
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1
Welcome!
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Welcome from the Author - Mike Brenhaug
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My Personal Story
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2
Retirement Goals - Begin with Retirement In Mind
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Begin with Retirement in Mind - Your Retirement Goals
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Take the Retirement Foundation Analysis Quiz
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Why Retirement Plans Fail
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Questions to ask yourself to begin your retirement planning
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Where are you today with your retirement savings?
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Money Guide Pro - Access to Retirement Planning Tools - Start Your Planning Your Retirement
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3
Saving For Retirement
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Saving for Retirement
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How much will you need in retirement?
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Pay yourself first. How much can you save a month for retirement?
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Need to Make More Money for Retirement? Take on a side hustle job.
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Income - 4% Rule is Outdated and Doesn't Work.
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4
Risks that Can Wipe Out Your Retirement
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Risks that threaten your retirement savings
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Take the Color of Money Risk Analysis Quiz
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Balanced Asset Allocation Based On Your Risk Level
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Market Risks
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Inflation Risks
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The Dirty "D's" Death, Disability & Divorce
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Life & Health Risks
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Life Insurance - Do you need it? Is it worth it? Leaving a Legacy
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Disability, Injury, Accident
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Disability Income Protection Case Study #1
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Disability Income Protection Case Study #2
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Divorce
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Longevity Risks - Outliving Your Money
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Lawsuit Risks
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Nevis Trust - Asset Protection for Homeowners, Business Owners, High Net Worth Individuals
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5
Retirement Savings Options
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The Traditional Retirement System is Not Structured for You to Retire Happy
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401k's Employer Sponsored Plan
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Benefits of a Roth 401k - Tax Free Retirement Income
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Target Date Fund with your 401k or IRA
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Public Employee Pension Plan
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403b's & 457's
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IRA's
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CD's - Certificate of Deposit
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Annuities
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Annuity Case Study to Protect from Market Risks
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Cash Value Life Insurance - IUL - What the wealthy use to maximize income
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Crypto Currency - Should you invest?
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6
Social Security
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Will Social Security Be Available When I Retire?
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The reason Social Security is at risk.
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Social Security as a Public Employee - Windfall Elimination & Government Pension Offset
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When do you take Social Security?
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How to Get Your Social Security Benefit Report
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See how your pension may affect your benefits
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Taxes on your Social Security
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7
Taxes
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Taxes in Retirement
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Roth Conversion
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Drawbacks to Roth Conversion
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Ramit Sethi is Wrong about Taxes in Retirement [Debunking Netflix’s "How To Get Rich" Host]
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8
Paying Off Debt
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Paying off debt while also saving for retirement
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Credit Card Debt
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9
Estate Planning
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Estate Planning
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Leaving a Legacy - Family, Church, Charity
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10
Real Estate
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Paying off your home
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Reverse Mortgage
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Investing in Rental Property
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11
Medicare - Health Care in Retirement
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Medicare
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Long Term Care Overview
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Types of Long Term Care
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12
Retirement for Public Employees State & Federal (School Teachers, Universities, Postal Workers)
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Employer Pension Plan
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Federal Employee Pension Plan (FEPP)
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Pensions are Underfunded and at Risk
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Who Stole My Pension? - Wake up!
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13
Parents with Special Needs Children
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Financial Security for Your Special Needs Child
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14
Business Owners
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Tax-Free Retirement Options
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Protection and Access to Capital When Needed
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Buy Sell Agreement Plan
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Key Person & Rain Maker Insurance Plans
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Executive Bonus Plans - SERPS
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Michigan Football Coach Jim Harbaugh Compensation with Life Insurance
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15
High Income Earners & High Net Worth Individuals
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Retirement Considerations for High Income Earners & High Net Worth
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16
Next Steps with Your Retirement
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Next Steps to Retire Happy
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