Retirement Readiness Kit

The new approach to retirement readiness is here and it’s based on the belief that when you take the time to educate yourself, proactively analyze and strategize and then build and implement an informed plan, you’ll enjoy a more confident and comfortable retirement. Retirement happens…get ready with our complimentary Readiness kit below.


“People who have a written retirement plan accumulate 4x as much in assets as those who don’t.”
-2015 Wells Fargo retirement study

Here in our Retirement Readiness Kit, you can interact with the content at your own pace, in any order you please, or follow the steps we’ve outlined.  There’s also a wealth of information on our website. Once you’ve reviewed all of the materials, you can request any of our complimentary assessments at the bottom of the page. We look forward to helping you get ready for retirement.

Step 1: Educate: Learn What You Don’t Know About Retirement

We’ve compiled the ultimate retirement checklist to help discover the areas you need to learn more about. You can also take our Retirement Power Hours masterclass. Knowledge is power.

Check out the Checklist Here

Purchase the Industry’s only 6-hour, on-demand Retirement Planning Masterclass

See the Masterclass Portal Here

Purchase Access to the Masterclass Here (it’s only $79)

Step 2: Take an Inventory of What You’ve Got

Regardless of the planning system you use, we recommend you start by taking an inventory of your assets, income and expenses as a key part of discovering if you have enough of the “right stuff” to last throughout retirement. Our multi-discipline planner below allows you to get a snapshot of all the disciplines in your retirement plan in one place and what you’ve got in each area. The planner becomes the catalyst for completing your full retirement plan.

Access the MDRS Retirement Planner

If you’d like to take your inventory using our Retirement Well-Being platform, you can learn more about it here.

Step 3: Analyze: Get Your Retirement Success Score

The most important area to focus on in retirement readiness is determining if your savings and income will last a potentially long retirement. Life, and retirement is about making the right decisions. And there’s no shortage of critical decisions to be made about your retirement. Informed decisions are the most impactful on your financial security. In the analysis step, you’ll want to research, gather the data, and assess the options for making sure your income lasts throughout retirement. It’s also extremely important to consider and calculate the retirement risk factors we all face such as longevity, volatility and taxes, to name a few. If you ignore any of these factors in your analysis, your portfolio could be significantly impacted.

Learn about our Retirement Success Score

Step 4: Strategize & Plan

Once your analysis has been completed, the next step is to review various strategies and build your retirement plan. Planning for income distribution in retirement is COMPLETELY different from the accumulation phase of your life. Your portfolio will have a completely different set of goals and strategies. A reliable plan will address:

  1. How to suitably invest retirement assets for growth, while minimizing portfolio volatility and preserving principle?
  2. How to mitigate key risk factors that can sabotage your retirement?
  3. What’s the appropriate income distribution method to utilize, which reflects each client’s individual needs?
  4. When to apply for Social Security to try to maximize income benefits?
  5. How to eliminate your tax burden in retirement?

Final Steps: Don’t Let Procrastination Derail Your Retirement Plans

Procrastination is the number one reason people don’t have a written retirement plan. Don’t let this happen to you.

We recommend you learn more about our approach to getting your retirement right, which includes being guided by a RetireMentor throughout the process.

You can also get matched with an affiliated Hybrid Retirement Advisor and get started on a plan today or request any number of assessments below.

Request an Assessment with an Affiliate Advisor

Our affiliate advisors can perform a number of different assessments to help you determine if you’re on the right track. Submit your details and we’ll be back in touch shortly. Feel free to email us at: help@retirementsolved.io.

    I'm interested in the following assessments:*Required

    FREE Am I Ready? AssessmentRetirement Income ProjectionPortfolio AssessmentTax Efficiency AssessmentLong Term Care

    Social Security OptimizerMedicare AnalysisEstate Plan Review401(k) AssessmentLife Insurance Assessment