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Our Approach

Our approach is straight-forward:  It's a hands on deep-dive into all the nuances of retirement financial planning.  We will skip basics you have already read online and get right to the heart of the matter, complete with case studies and the opportunity to ask your own personalize questions.

Retirement Financial Planning 101

Syllabus

I.  Filling the Gaps In Retirement

  • Gaps = "Income Problems"
  • Health Care Options for Early Retirees
  • Long Term Care
  • What Happens After You Are Gone?
  • Tax Analysis

II.  Income Planning

  • Inflation
  • Market Volatility
  • Losses Hurt You More Than Gains Help You
  • Conflicts of Interest
  • Fee-Based Fiduciaries
  • What's Your Income Stream?
  • What Does Your Pensions Look Like?
  • Social Security
  • Accumulation Phase
  • Distribution Phase
  • Retirement Income Myths

III.  Case Studies

  • Case Study 1
  • Case Study 2
  • Case Study 3
  • Case Study 4
  • Case Study 5

Scott Brooks

Professor

Take the next step

Register now for Retirement Financial Planning 101 with Scott Brooks