Most people think retirement planning just means having a 401(k), an IRA, and hoping the market keeps going up.
But retirement is so much more than investments. Taxes, Social Security, Medicare, income planning, legacy decisions—get any one of these wrong, and it could cost you thousands, even hundreds of thousands, over the course of your retirement.
That’s why we built the Mastering Retirement Group—your all-in-one retirement resource hub.
Inside, you’ll get:
- Weekly Topical Calls on what’s happening right now in retirement planning and how to apply it.
- Workbook Cohorts that help you work through the Mastering Retirement framework with accountability and encouragement.
- The Complete RSG Course Library & Books, covering every area of retirement planning—from taxes and Social Security to investments and estate strategies.
- Your Private Financial Dream Team—a lineup of specialized advisors available to message and chat with directly inside the group.
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