The W.Y.R.E. Path: Confident Early Retirement Coaching for Married Couples
In just 12 weeks, transform your retirement strategy and achieve a seamless, confident transition to early retirement with a tailored action plan.
This Is Your Journey IF…
You feel anxious about finding health insurance before Medicare starts.
You want a clear plan for bridging income gaps in early retirement.
You crave peace of mind knowing your early retirement is financially sound.
This Isn’t Your Path IF…
You're not ready to plan for early retirement details.
You're comfortable with your current retirement savings strategy.
You don’t desire help navigating health and income challenges before age 65.
What You'll Experience. Over 12 Transformative Weeks, we'll journey through:
Module 1
Laying the Foundation: Defining Early Retirement Goals
Create a shared vision for early retirement with clear goals and aligned expectations between you and your spouse.
In this breakthrough session you'll achieve:
- Define what early retirement looks like for you and your spouse.
- Get clear on your shared goals and expectations as a couple.
- Create a roadmap based on your ideal retirement lifestyle.
Module 2
Evaluating Current Finances and Resources
Understand where you stand financially with a full picture of your income, assets, and debts to set a solid base.
By the end of this session, you will:
- Take a full inventory of all your income sources, assets, and debts.
- Reveal hidden financial gaps (or opportunities) in your resources.
- Build a solid foundation to guide all retirement decisions.
Module 3
Bridging the Gap: Health Insurance Solutions Before Medicare
Plan affordable health insurance options so you’re covered until Medicare starts at 65.
In this module, you will:
- Choose the best health insurance options until Medicare starts.
- Get accurate cost estimates and identify ways to save on premiums.
- Create a step-by-step plan to secure affordable coverage.
Module 4
Early Social Security Decision-Making
Decide the best time to start Social Security and explore spousal benefits to maximize your income.
This module will guide you to:
- Decide the right time to start your Social Security payments.
- Understand how your spousal benefits can boost your income.
- Avoid costly mistakes by using tailored scenarios for your situation.
Module 5
Filling Income Gaps: IRA Withdrawals and Investment Strategies
Learn the smartest way to withdraw from accounts and create a secure financial plan for early retirement expenses.
During this module, you will:
- Plan IRA withdrawals without overpaying on taxes.
- Set up a withdrawal strategy that keeps your income steady.
- Create a safety net for inflation and unexpected expenses.
Module 6
Exploring Part-Time Employment Opportunities
Find flexible, enjoyable part-time work that fits your goals and supports your lifestyle without stress.
This powerful session teaches you to:
- Find enjoyable, flexible part-time work that fits your lifestyle.
- Assess your skills and match them to realistic opportunities.
- Add extra income without sacrificing your retirement freedom.
Module 7
Risk Management & Health Care Contingency Planning
Prepare for anything unexpected with a plan for out-of-pocket costs and emergency healthcare coverage.
This module focuses on helping you:
- Prepare for surprise healthcare costs with contingency plans.
- Review supplements or emergency options to fill insurance gaps.
- Get peace of mind knowing you're ready for any health situation.
Module 8
Long-Term Lifestyle and Budget Planning
Build a budget that works long-term, helping you manage spending and adjust for inflation effortlessly.
This module is designed to help you:
- Break down your lifestyle costs for better spending control.
- Build a long-term budget that adapts to rising living costs.
- Create a plan that balances enjoying life and financial security.
Module 9
Maintaining Emotional and Relationship Wellbeing
Strengthen your connection with your partner and transition into retirement with purpose and confidence.
Together in this session we'll:
- Rebuild connection and communication with your spouse during retirement.
- Assess your skills and match them to realistic opportunities.
- Maintain emotional harmony and shared goals through exercises.
Module 10
Avoiding Common Early Retirement Pitfalls
Steer clear of mistakes others make with tools and strategies to protect your finances and goals.
In this session, you’ll focus on:
- Learn from mistakes others have made in early retirement.
- Use proven strategies to avoid financial and planning pitfalls.
- Equip yourself with tools to keep your retirement on track.
Module 11
Assembling a Retirement Support Network
Build a network of peers, professionals, and trusted support to guide and help you through your journey.
After working through this session, you will:
- Build a network of trusted professionals and supportive peers.
- Create plans to include family in your retirement journey.
- Know exactly who to reach out to for advice or help.
Module 12
Finalizing the W.Y.R.E. Action Blueprint
Leave with a personalized, step-by-step action plan for health, income, lifestyle, and everything in between.
In this final week, you'll:
- Turn your plans into a personalized, actionable retirement blueprint.
- Review every step to ensure nothing is overlooked.
- Leave with full confidence and clarity in your path forward.
But… That’s Not All! Also
Included :
Book your call now and get these free bonuses to help you move faster and make smart decisions from day one.
BONUS 1:
Kick-ass Outline Workshop to make your writing process flow seamlessly.
A step-by-step guide to boost client loyalty and lifetime value — so you’re not always chasing new leads.
BONUS 2:
Craft Your Book Talk Workshop to attract readers when your book launches!
A quick-reference tool to handle unexpected challenges with clarity and confidence.
BONUS 3:
Nail Your Book Title Workshop to find the best title and subtitle for your book
Track your key numbers and make informed decisions — without needing a finance degree.
My Coaching Approach:
01
ALIGN
Shape your shared vision for early retirement with unified goals.
02
SECURE
Craft a personalized financial strategy addressing health and income.
03
THRIVE
Implement a practical plan for a fulfilling early retirement lifestyle.
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