Secure Your Golden Years: A Practical, Hands-On Guide to Retirement Investing
Craft a personalized retirement portfolio that protects your wealth and powers the lifestyle you deserve.
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What's inside
Chapters
- Retirement Goal Blueprint
- Asset & Debt Inventory
- Risk Profile & Time Horizon
- Building a Core Portfolio
- Tax-Advantaged Strategies
- Income-Generating Options
- Monitoring & Rebalancing Plan
- Turning Followers into Paying Clients: The Retirement Coaching Funnel
Ready-to-use assets
- template Retirement Goal Blueprint Worksheet20 items
- template Personal Balance-Sheet Template (Excel)16 items
- template Risk-Tolerance Questionnaire (Google Form)17 items
- template Asset Allocation Cheat Sheet (Excel)14 items
- checklist Tax-shield Checklist for Retirement Accounts (PDF)12 items
- template Dividend & Annuity Comparison Table (interactive spreadsheet)11 items
- calendar Quarterly Review Calendar (Google Calendar Import)12 items
- script Retirement Coaching DM Closing Script14 items
About this guide
This concise micro-ebook walks you through every step of building a retirement-ready investment plan-no jargon, just actionable tools. You'll learn how to set realistic income targets, choose tax-efficient vehicles, and assemble a resilient portfolio that aligns with your risk tolerance. Inside, you'll find ready-to-use worksheets, checklists, and scripts that let you apply each recommendation today. By the end, you'll have a clear roadmap and the confidence to safeguard and grow your nest egg.
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