Savings to Security Masterclass & MORE
"Homework"
You’ll find access to the Personalized Readiness Platform below along with links to the replay, PowerPoint presentation and other materials to read. Feel free to review at your own pace, and come back to this page at any time you’d like to access the information.
There’s also a wealth of information on our website, blog/podcast and Facebook page. Join our private Facebook group for a supportive women-only community. We look forward to helping you get ready for retirement.
“Fortune favors the smart, the bold and the prepared.”
Step 2. Complete Your Financial Inventory in the Software
Identifying what you have, what you’ll need and potential Gaps, Risks and Opportunities is a critical first step in planning for retirement. Having a single view into your financial life (now and in retirement) is empowering. As demonstrated in class, simply click the link below to create an account.
Once inside the software go to the ASSESS module and complete Step 1. In Step 2, you’ll see a summary of everything you entered. Once you exit the software your information will be saved. You can return and re-assess/change or add any information at anytime. The more complete you are with the inventory questions in Step 1, the more complete your summary will be in Step 2.
Any questions, issues or bugs you find, as this is brand new software, please email lynnt@herretirement.com.
Get Connected with Subject Matter Experts to Fast Track Your Plan
We’ve scoured the industry looking for the services you need (and some you didn’t know you need) as you prepare for and enter retirement. All of the experts we connect you with combine the absolute highest quality while acting in your best interests. Simply choose the solutions you’re interested in below and we’ll get you connected.
Step 3. Watch the Replays & Access the Resources
Replay Links
Workbooks, White Papers & Videos
These workbooks, white papers and videos review some of the concepts we discussed in class specific to women and our retirement savings challenges as we start to plan for retirement.
- Class One
- Her Retirement for Women Workbook
- Income Planning Workbook
- Class Two
- Social Security Workbook
- Guide to Annuities
- Cash Value Life Insurance
- Reverse Mortgage
- Class Three
- Portfolio for a Changing Economy
- FIA White Paper
- Structured Investments Video
- FIA Video
- Class Four
- Long Term Care Guide
- Long Term Care Case Study
- Tax Guide
- Roth Guide
- Secure Act Guide
- Guide to Finding a Retirement Advisor
- Class Five
- How Healthcare Supports a Strong Retirement
- Medicare and Group Coverage Coorination
- Understanding Original Medicare and Supplemental Plans
Articles & Retirement Checklists
We know coming to class and taking in all the information we talk about and provide can seem overwhelming. We hope these articles provide below give you some additional insight from our favorite retirement researchers.
Our Ultimate Retirement Checklist (also available in the Plan Module of the Retirement Solved software) organizes all your retirement “to-do’s”. This is also a great list to share with an advisor (if you’re working with one) to see if he/she can truly help you with all of your retirement needs.
- Why Ken Fisher is Wrong About Annuities
- The 60/40 Portfolio is Dead
- FIAs Beat Out Bonds
- Reverse Mortgages by Wade Pfau
- Ultimate Retirement Readiness Checklist
- One Year Checklist-coming soon
- 5 Year Checklist-coming soon
- 10 Year Checklist-coming soon
Want some incredible peer support and valuable information long after the masterclass is over? Join the Her Retirement Private Facebook community here
To keep motivated and informed on all things retirement for women, listen to Lynn Toomey’s Walk the Talk for Her podcast. Lynn discussed health, wealth and happiness topics each week and will be interviewing some amazing guests at well.
Other Retirement Information
What Kind of Retirement Do You Want?
The links below will help you start to question (and answer) your “why” in retirement.
Remember the most important questions…
The most important area to focus on in retirement readiness is determining if your savings and income will last a potentially long retirement.
Here are the 8 important questions to address:
- What do you want your retirement income to fund?
- How to suitably invest retirement assets for growth, while minimizing portfolio volatility and preserving principle?
- How to mitigate key risk factors that can sabotage your retirement?
- What’s the appropriate income distribution method to utilize based on your needs?
- When to apply for Social Security to try to maximize income benefits?
- How to minimize the impact of taxes on your distribution strategy in retirement?
- How to utilize your home’s equity for an income buffer?
- How to protect your nest egg with the proper healthcare, long term care and estate planning strategies?
Zoom Information:
Are you enjoying the classes? Invite friends or family to watch the re-plays and join remaining classes?
Please help us spread the word about Her Retirement our mission to help one million women know more & have more by 2030! www.HerRetirement.com.
You can live the retirement you’ve imagined.
Thank you once again for joining us for class. Please feel free to email Lynn at: lynnt@herretirement.com or call 508.798.5115 at ANY time to help you navigate our resources and your journey.