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The Wealth Formula
Rating: 4.5 out of 5(9 ratings)
580 students

The Wealth Formula

Your complete guide to building and keeping wealth with one effective method
Created byRebecca Chang
Last updated 4/2022
English
English [Auto],

What you'll learn

  • Find out if you are behind or ahead of your retirement savings
  • Learn how to catch up if you are behind
  • Have a clear step-by-step guide to reach retirement on your terms
  • Receive hands-on coaching and strategy planning

Course content

8 sections • 20 lectures • 39m total length

  • Introduction2:02

    As you go through this course, remember it is always best to seek the opinion of a licensed financial professional when choosing investments. We have pre-screened licensed financial professionals for you that you may use at your discretion. This service is complimentary with your course purchase and is available at the end of the course. The information in this course is provided for discussion purposes only, and should not be misconstrued as investment advice. Under no circumstances does this information represent a recommendation to buy or sell securities.

  • The Retirement Dream0:44
  • Retire When?0:53
  • Retirement Potholes2:14

    Beth, 52, follows coworker tips and a large firm advisor, but a low-return 401k, no protection against market downturns, and unclear savings goals threaten her retirement on her terms.

Requirements

  • No prior retirement knowledge needed. This course is simple and clear for beginners as well as teaching someone more experienced new concepts.

Description

Does the thought of retirement feel like a mystery place of the unknown?

This course removes the guess work and allows you to see if you are behind, on track, or ahead of the game to retire on your terms. Eliminate the complexities of retirement and learn easy and practical steps to reach the retirement you desire. You'll get a simple breakdown on how the wealth formula works and how to apply it. You'll also get a retirement calculator that tells you if you are on track based on 5 simple questions. If you are behind, the calculator tells you how much more you'll need to save per month to reach your retirement goal.

If at the end of the course you decide you want more coaching, you'll have the tools you need to properly pre-screen a licensed financial professional to see if they are a good fit to work with you. Have peace of mind and feel confident that planning for retirement is simple.

Key takeaways from this course:

  • Avoid common retirement mistakes

  • Leveraging and applying the wealth formula

  • The cost of emotional investing

  • Impact of taxes on your retirement

  • Protecting your wealth long term

  • Your clear retirement roadmap

  • Identifying the right financial professional to support you

Who this course is for:

  • This course is ideal for residents of the United States. Other countries have different retirement programs and tax laws which are not covered in this course.
  • This course is for someone who wants know if they are on track for their retirement. The course is designed to tell you if you are behind, on track, or ahead of your retirement savings. If you are behind, you will learn how much additional savings are needed per month to get back on track.
  • This course if also ideal for someone who wants the option of a one-on-one session with a financial professional to help customize and personalize their investment strategy. The optional strategy session is inclusive to the course.
  • This course is not suitable for someone who is looking to learn more about specific investments, such as mutual funds, stocks, or bonds.

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