The Great Retirement Rescue seminar
Six fears.
Four myths.
One better way.
A complimentary 45-minute seminar on the fears that keep retirees up at night — running out, the market roller coaster, the tax bill, a health event, the legacy and the Social Security guess — in plain English. Nothing is sold in the room.
What you'll learn
The questions most retirees never get straight answers to
The six fears
- Running out — including never fully retiring and spending guilt
- The market roller coaster
- The tax bill: RMDs, IRMAA and rising rates
- A health event Medicare won't cover
- The legacy: income and estate taxes
- The Social Security guess: when to claim
The four myths
- Stocks and bonds balance each other out
- More reward requires more risk
- The 4% rule keeps you safe
- You just have to pay the taxes
One better way
- The Zoop Way: shrink the tax first
- The Waterfall Strategy: safe, liquid and growth
- ZOOP: Zero Out Of Pocket
Attendee bonus
Your Social Security moment, by the math — not a guess
Most people get conflicting advice on when to claim. Too often it comes down to a guess, or a friend's very different situation. With your permission, we use your actual IRS data and the math to find your best moment to turn on Social Security — and the changes around it designed to lower taxes, RMDs and IRMAA and make the most of your lifetime income.
Would you be against letting the math pick your date instead of a guess?
- AttendJoin a Great Retirement Rescue seminar or webinar.
- Take the 3-minute assessmentRate your confidence on the nine retirement risks and pick your top three concerns.
- Talk it throughA 1:1 to answer your questions and see whether we can help. If there's a fit and you're comfortable, you can then let the IRS share your records with us, and we run the math.
Complimentary for Great Retirement Rescue attendees
How you can attend
Live online every other Wednesday
Next session: Wednesday, October 28, 12:00–1:00 p.m. Arizona time, on Google Meet. In-person dates are being scheduled now.
Live online
Every other Wednesday at noon Arizona time on Google Meet, with live Q&A. Next: October 28.
In person
At a local venue: about 45 minutes, then time for your questions. Dates coming soon.
Private Review
Rather skip the room? Go straight to a one-on-one look at your own numbers.
Book a ReviewIs this for you?
Come if any of these sound familiar
- You're within about ten years of retirement, or already retired
- Most of your savings sit in IRAs, 401(k)s or a TSP
- You're weighing a Roth conversion — or wondering if you missed the window
- You've received an IRMAA letter, or your RMDs are coming soon
- You worry a health event or estate taxes could undo what you've built
- You want a second opinion, not a sales pitch
Questions
Before you join
Is there a cost?
No. The seminar is complimentary, and so is the Social Security analysis for attendees.
How does the Social Security analysis work?
After the seminar you'll get a 3-minute Retirement Risk Self-Assessment and the option of a 1:1 to get your questions answered. We don't ask for statements, tax returns or other documents up front. If there's a fit and you're comfortable with how we work, you can authorize the IRS to share your records with us; it takes about a minute online. We use your actual numbers and the math to find your best moment to claim, and show how that choice affects your taxes, RMDs, IRMAA and lifetime income. There's no obligation, and your information is handled as described in our Privacy policy.
Will I be sold something?
No products are sold at the seminar. If you'd like a private look at your own numbers afterward, you can book a Retirement Rescue Review — or not. "No" is a perfectly good answer.
Can I bring my spouse or a friend?
Please do. Decisions like these go better when both of you hear the same thing.
How long does it last?
About 45 minutes, plus time for your questions at the end.
What should I bring?
Just your questions. We don't ask for statements, tax returns or other documents until after a 1:1, and only if you're comfortable with how we work.
When are the next dates?
Live webinars run every other Wednesday at noon Arizona time, starting October 28. In-person dates are being scheduled now; register below and you'll hear about them first. Can't wait? Book a private Retirement Rescue Review.
Save your seat
Register for a live webinar
Pick the Wednesday that works for you below. We'll send your Google Meet link by email and text, plus reminders the day before and an hour out. In-person dates are coming, and registrants hear about them first.
Would it be unreasonable to bring the person you make money decisions with?