Live Financial Strategy Session
The Simple Wealth Workshop — 40 Money Lessons from 40 Years of Client Wins
“40 Money Lessons from 40 Years of Client Wins” distills four decades of real-world advising into a fast, plain-English session. In this 60 to 90 minute workshop, you’ll hear the simple ideas that actually worked—told through quick stories and practical takeaways—so you can cut the noise, focus on what matters, and start making confident moves right away.
WHEN
Sat. Nov. 8, 2025
TIME
10:30am Central Time / 8:30am Pacific Time
COST
FREE TO REGISTER AND ATTEND
40 money lessons from 40 years—packed into one 90-minute workshop.
Join us for a focused workshop: 40 Money Lessons from 40 Years of Client Wins
In a fast, 90-minute session, you’ll hear the field-tested ideas that actually work—how to start strong, invest with confidence, and turn savings into reliable retirement income—then leave with a simple one-page plan you can put to work right away.
Do you have a simple plan to achieve financial independence and secure dependable retirement income?
Not sure where to begin—or how to turn savings into lasting income? In this focused, 90-minute workshop, 40 Money Lessons from 40 Years of Client Wins, you’ll learn field-tested moves that actually work—how to start strong, invest with confidence, and build multiple, reliable income streams. You’ll leave with a one-page roadmap, clear next steps, and the confidence to start smart today and retire strong tomorrow.
Pay-Yourself-First (on autopilot).
Route savings on payday before lifestyle expands. Target 15–20% total savings, and auto-increase 1%/quarter until you hit it.
Day-One Win: Term + Roth.
Protect income with level term, then start a $500/mo Roth IRA (or best you can). Add will/POAs and a beneficiary checkup. It’s simple, repeatable, and builds momentum.
Contribution Order That Usually Works.
Employer match → HSA → Roth/Backdoor Roth → 401(k) up to target → Taxable brokerage. Keep it the same year after year.
Right-Sized Cash Buffer.
3–6 months of expenses for W-2 households; 6–12 months for self-employed/business owners. Keep it boring and liquid.
Retirement Income, Not Just a Number.
Build a three-bucket setup (cash 1–2 yrs; stable income 5–7 yrs; long-term growth). Coordinate with Social Security timing, and consider an annuity or bond/CD ladder to floor essential expenses. Use dynamic “guardrails” (spend 3–5% with checks).
Protect the Plan.
Adequate term life, own-occ disability, and an umbrella policy. Re-shop insurance and review limits after major life changes. Discuss LTC planning in the mid-50s.
FAQs
What is the Live Financial Strategy Session?
Our Live Financial Strategy Session is an interactive online event designed to help you get on track financially. We’ll introduce you to our Financial GPS Approach, which combines defensive and offensive strategies to protect, grow, and automate your wealth into retirement.
How long is the session?
The session lasts approximately 90 minutes, including time for Q&A where you can get personalized guidance from our experts.
Who should attend this session?
This live workshop is perfect for anyone who wants to:
✅ Take the first steps toward financial independence with a simple, beginner-friendly plan
✅ Learn how to build multiple retirement income streams for lasting security
✅ Balance savings growth with protection from financial risks
✅ Turn their nest egg into income they can count on for life
✅ Gain practical, actionable strategies to start smart today and retire strong
What will I learn in this session?
You’ll learn how to:
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Build your one-page money plan: goals, cash flow, and automatic saving.
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Smart debt payoff you’ll actually follow (Snowball vs. Avalanche).
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Right-sized protection: term life basics, wills/POAs, and beneficiary checkups.
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Investing fundamentals: allocation, compounding, and staying the course.
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Tax-smart accounts: Roth vs. Traditional, HSA, and contribution order.
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Multiple retirement income streams: Social Security timing basics, pensions, annuities, and portfolio withdrawal frameworks (buckets/ladders) for steady, lasting income.