Make The Most Of Your Retirement 
(With More In The Bank)

A self-paced, interactive masterclass that helps you continue to grow, and protect, your savings throughout retirement.

"It's not the will to win that matters - everyone has that. It's the will to prepare to win that matters."
— Paul “Bear” Bryant

Make Your Retirement The Best Years Of Your Life

An online masterclass that sets up your finances so you can live more after you retire — more adventures, more fun, more time with family and friends.

"It's not the will to win that matters - everyone has that. It's the will to prepare to win that matters."
— Paul “Bear” Bryant

You Don’t Have To Save Millions To Gain Extra Retirement Income

Generate more income, have a recession-proof plan, and enjoy more kick-your-feet-up days than you thought possible.

The Retirement Intelligence Masterclass walks you through 7 essential steps that take you from feeling nervous about retirement to discovering the confidence to spend and invest wisely.
  • 7 Self-Paced Modules
  • Printable Workbook
  • Proprietary Tools
  • ​Monthly Q&A Calls
  • ​One-On-One Coaching Calls

What You Don't Get:

A “get rich quick” approach to retirement that doesn’t help you increase your wealth over the long-haul OR help protect your retirement from market volatility.

Protect Your Retirement From Potential Risks

The 2022 Natixis Global Retirement Index cites that there are "three critical retirement risks" facing new retirees today:
  • Inflation
  • Interest rates
  • Living longer
You’ve worked hard to finally experience more of life when you retire. You deserve to enter retirement without worrying about more, too.

With Retirement Intelligence you can fortify your retirement savings and buffer yourself from the risks of the world. Be confident and comfortable living out your retirement to the fullest.

Create A Secure Retirement Plan That Gives You More

Do you want to save more money before and protect your assets during retirement? You can!

We’ll teach you everything you need to know to add up to 3% to your retirement savings every year. For a $500,000 portfolio, that’s a whole $15,000 MORE in the bank each year you’re retired!

Pad your retirement savings without tying yourself in knots or selling off your assets. All it takes is looking at what you have through a different lens and making small, easy adjustments.

Here are a few real-life examples of people who have gone through the Retirement Intelligence Masterclass and were able to make immediate improvements to their retirement plan.
Don't Let Taxes Get The Best Of Your Retirement
Bob and Mary were 62 years old and wanted to retire at 67. The problem was, they were overwhelmed with caring for Bob’s father who was in his 90s, in hospice care, and who owned 3 rental properties. Bob and Mary were so tired of managing the properties, they decided to put them on the market to sell them. While this sounded like a good idea, they were actually setting themselves up for even more pre-retirement stress!

After they learned more about taxes in the masterclass, they decided to hold off selling the properties until Bob’s father passed. They were glad they did because it saved them over $150,000 in taxes! 

Instead, Bob and Mary ended up paying $0 in taxes AND were able to retire 3 whole years earlier than their original plan. 

Strategize How To Spend Wisely 
The Thompson’s had saved as much as they could for most of their careers with the hope of having a modest retirement filled with family time and a few trips they had put off. As they got closer to retirement, however, they began to grow uncertain if their savings would grant them the easy years they had been looking forward to. They had an idea of their goals, but hadn’t put together an in-depth plan that they could fully measure.

What really made the difference for the Thompson’s was understanding the Social Security withdrawal strategies that were available to them. By making simple adjustments they were able to create a smart Social Security distribution strategy that reduced their taxes by knowing which retirement accounts to draw from and when. Ultimately, they were able to increase the total benefits collected over their lifetime — meaning they had more money to spend on their dream retirement!

Structure Your Investments & Pad Your Savings
Andrew and Sam worked and saved into their 401(k)s over the course of their careers. With just 2 years away from retiring, their 401(k)s were their biggest accounts and an important piece of their retirement plan. They had always been “set it and forget it” investors. But as they got closer to retirement they made some changes to their accounts. 

After going through the Retirement Intelligence Masterclass, they learned that the changes they made meant they were taking a much bigger risk than they thought. As a result, they were able to better structure their investments to provide retirement income and grow their investments throughout retirement. Plus, they gave their savings the best chance possible to outlast economic shifts such as inflation, or recession.

A Retirement Plan That Gives You More

More wealth, more adventures, more kick-your-feet-up days, more smiles with family and friends. Retirement is your time to enjoy more.

Step #1: Access Retirement Intelligence

Follow an evidence-based, education-driven approach to maximize your earnings now, while you still have time to prepare and set yourself up for success.

Step #2: Get Clear On Your Goals

"A dream without a plan is just a wish." Even if you're still figuring out precisely what retirement looks like for you, you can solidify specific goals and create a plan that will help you thrive.

Step #3: Secure Your Retirement

Spend, save, and invest like a pro to build more — more wealth, more confidence, more savings — and create a retirement you’ll love.

What People Are Saying

“

Thanks to the Retirement Intelligence Masterclass, I am now aware of how the timing of my retirement, along with my wages at the time of retirement, will directly affect medicare subscription costs for the rest of my life. The videos, materials, and workbook helped me learn critical concepts that helped me craft a retirement plan in which I feel confident.”

— Renee

“

Last week I was offered an early retirement package at my company. While it was definitely enticing, your masterclass helped me better understand my medical expenses and I realized I would have a significant gap to Medicare if I took it— so I won’t be taking the offer. Thank you Retirement Intelligence!”

— Phil

Testimonials

“

Thanks to the Retirement Intelligence Masterclass, I am now aware of how the timing of my retirement, along with my wages at the time of retirement, will directly affect medicare subscription costs for the rest of my life. The videos, materials, and workbook helped me learn critical concepts that helped me craft a retirement plan in which I feel confident.”

— Renee

“

Last week I was offered an early retirement package at my company. While it was definitely enticing, your masterclass helped me better understand my medical expenses and I realized I would have a significant gap to Medicare if I took it— so I won’t be taking the offer. Thank you Retirement Intelligence!”

— Phil

Meet The Retirement Planning Experts

With over 3 decades of combined experience as CERTIFIED FINANCIAL PLANNER™ practitioners, we're committed to serving people approaching retirement.
Hi! Scott Sanders and Jesse Coffee here.

We believe everyone deserves to live their best lives in retirement! 

We've devoted our careers to helping people just like you enjoy retirement on their terms. Whether they have $500,000 or $10 million in savings and assets, we help people plan with what they have and help them navigate their retirement years with more confidence than they have ever felt.

With our signature framework, you can have a retirement plan that doesn't just help you "not go broke" but one that gives you the freedom to enjoy your retirement years with more money in the bank. 

The Retirement Intelligence Formula can be broken down into 3 simple steps:
  • Financial Planning
  • Investment Management
  • ​Advanced Planning
These 3 principals have helped thousands of people just like you save more before and during retirement. You've worked hard to have the retirement you've always wanted! These 3 steps will help you get there.

7 Steps To Increase Wealth During Retirement

A 7-week course to gain clarity on your goals for retirement and create a plan to maximize your hard-earned assets. 

The Masterclass Workbook

Get real-life examples and resources to help you explore every module on a deeper level.

7 Steps To Keep Your Accounts Growing During Retirement

Welcome To The Course: Self-Assessment & Document List

Assess your current level of retirement preparedness, and gather the necessary documents you’ll want to have to successfully complete the course.

Module 1: Build Your Foundation

Develop a retirement budget that factors in necessary costs like healthcare, as well as future plans that you want to invest your time and money into. This module will help you expand your idea of what your retirement has the potential to be!

By the end of this module, you will:

  • Gain clarity on your retirement lifestyle and goals
  • Estimate the total cost of your dream retirement

Module 2: Maximize Your Income Streams

Have you considered every potential income generator, apart from social security? Learn how to think outside the box, accrue income over time, and build your wealth throughout retirement.

By the end of this module, you will:

  • Get a full understanding of what to expect from social security
  • Learn how to use annuities, pensions, real estate, and more
  • ​Reduce your funding gap, and make the most of your income

Module 3: Maximize Your Savings

Have you saved enough to fill your funding gap? Evaluate your assets, explore retirement accounts and savings, and stress-test your plan to make sure you have what you need to enjoy retirement to the fullest.

By the end of this module, you will:

  • Understand your retirement accounts and how they’ll be taxed
  • Have a better understanding of how you can fill your funding gap
  • ​Stress-test your plan to make sure your savings match your goals

Module 4: Be A Wise Investor

Do you know what kind of investor you are? This module helps you gain a deeper understanding of your investments, your level of risk tolerance, and how to manage your investments — stress-free.

By the end of this module, you will:

  • Know the biggest risks most retirees face, and how to manage them
  • Learn how to safeguard your retirement accounts to withstand economic stresses
  • Know how to manage your investments and maximize your income streams

Module 5: Optimize Your Retirement 

How do you know if you’re getting the most out of what you’ve been saving for retirement? Get the most out of your assets, maximize your income while reducing expenses, and minimize taxes.

By the end of this module, you will:

  • Know how to make the most of your savings and retirement income
  • Learn strategies to reduce expenses 
  • Minimize taxes so you have more money for your dream retirement

Module 6: Protect Your Retirement & Give Back

Three things can often derail even the best retirement plan: liability, life insurance, and long-term care. Learn what you can do to avoid these pitfalls, and how you can set yourself up for success. 

Plus, understand the tax laws around charitable giving and how you can wisely give back to your community.

By the end of this module, you will:

  • Know your long-term care options, and how to prepare for them
  • Determine if you need liability and life insurance, and how much
  • Be able to strategize where and how you want to give to charity while also being tax-efficient (so you can give more!)

Module 7: Secrets To Successful Estate Planning

Good estate planning is more than just ​​naming the people or organizations you want to receive the things you own after you leave this world. Take the necessary steps that make carrying out your plan as easy and clear as possible.

By the end of this module, you will:

  • Know the ins and outs of legal documents for estate planning
  • Develop a strategy to minimize estate taxes
  • The pros and cons of trusts and wills
  • ​Have an estate plan outline that gives you control over what you value most

PLUS! TWO Bonus Resources When You Join Today!

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Guide To Hiring Your Ideal Financial Advisor

Do you need a financial advisor? Know which type of advisor is right for you, any potential conflicts of interest, and questions you should ask when interviewing a financial advisor.

Full Resource Manual

Searching for resources can be taxing. To save you time, we’ve put together our top valuable resources and links so you can have the most up-to-date information at your fingertips.

Secure Your Retirement Funds Like An Expert

Get More Out Of Your Retirement

Masterclass Plus

Lifetime Access to:

  • Learning Modules 1-7
  • 16 On Demand Videos
  • 18 Tools, Worksheets, and Exercises
  • ​The Masterclass Workbook

BONUS!

  • Biweekly 1-hour Q&A Calls (with Scott and Jesse)
  • ​Full Resource Manual 
  • Guide To Hiring Your Ideal Financial Advisor

PLUS 3 One-On-One Video Calls

  • 30-minute Intro Call: let’s discuss your goals
  • 30-minute Mid-Course Check In: how’s everything going so far?
  • ​One-hour Private Coaching Call (a $300 value!): ask us all of your questions

$499

Regularly $999

Essentials Masterclass

Lifetime Access to:

  • Learning Modules 1-7
  • 16 On Demand Videos
  • 18 Tools, Worksheets, and Exercises
  • ​The Masterclass Workbook

BONUS!

  • Guide To Hiring Your Ideal Financial Advisor
  • One 30-minute Private Coaching Call


$299

Regularly $499
Here's what to expect:
When you click the "Buy Now" button below, you'll be taken to our secure checkout. After your purchase is complete, you'll receive an email confirming your registration, and you'll gain immediate access to the course introduction (if you don't see an email in your inbox, check your "Promotions" tab and your SPAM folder). Your email will include instructions on how to access your learning portal.

If you have any questions along the way, our team is here to help you access the content and ensure you get the most out of the program.
  • 100% Safe and Secure Checkout.
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60-Day No-Risk Guarantee

If for any reason you feel like the Retirement Intelligence Masterclass isn’t helping you take steps to create an effective financial plan for retirement with actionable steps, we will refund your investment 100% within the first 60 days.

Frequently Asked Questions

When will I have access to the masterclass?
Rigt away. Once you sign up, you’ll receive the email confirmation that grants you access to the course materials.
How much time will this take per week?
It’s up to you! This is a self-paced masterclass, so take your time and enjoy the process. Remember, you have lifetime access to all materials.
What if I have a question about the masterclass?
We are here to help. You can contact us anytime at support@retirementintelligence.com and we will get back to you as soon as possible.
What do I need for the masterclass?
Make sure you have a reliable internet connection to watch the videos and join the Q&A and one-on-one calls. You can download the workbook or choose to print it out. 
How do I know this masterclass is for me?
If you are 5-10 years from retirement, our masterclass is designed just for you! Our courses can help you get the most out of your retirement, and help you enjoy your retirement even more when you get there.

Get In Touch

Do you have questions about the Retirement Intelligence Masterclass? We’re here to help! Just send us a message and we will get back to you in 1-2 business days.
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