retirement planning services
retirement coaching
   
Below are several retirement videos that you may find interesting.

Retirement Income Calculator Example

Haven't Saved Enough for Retirement?

Retirement Coaching

Plan for a Successful and Fulfilling Retirement

Learn how to use the internet more effectively. Do you need the basics or do you need more assistance offered in the intermediate or deluxe plans?

What you receive:

  • Workbook
    The workbook takes you through many of the areas where you need to spend time planning - financial, work, residence, travel, hobbies & interests and end of life planning. It also refers you to websites where you can get additional information to assist you in the planning process. The workbook is delivered via the internet ready for you to print out.
  • Phone Consultation and Coaching
    The telephone consultation is designed to assist you in starting and substantially completing the planning process. Remember, retirement lifestyle planning is a continuing process. As in your life so far, your situation constantly changes. So your plan will never be completely finished. Keep that in mind while you are going through the planning process.

The following programs are tailored to your level of expertise.

Level 1: Basic Program (or the Do It Yourself Program)

This is the do it yourself program. You will receive the following:

  • Workbook
  • Telephone Coaching - 1 hour
  • Cost $150

Level 2: Intermediate ("A Little Dab will do Ya!" - No, not Brylcreem; but do you remember the ad?)

This is the most common program. You will receive the following:

  • Workbook
  • Telephone Coaching - 3 hours (probably in 6 - 30 minute segments)
  • Cost - $350

Level 3: Deluxe (for those that really want assistance putting a thorough plan together or those that need additional assistance.)

  • Workbook
  • Telephone Coaching - 6 hours (probably with 1 hour initial and final sessions and 8 - 30 minute segments). Including financial coaching assistance - if necessary.
  • Cost - $650

Additional Coaching Sessions - if necessary now or in the future:

  • 2 hours of coaching - in 4 - 30 minute sessions.
  • Cost - $200

Give me a call and we will talk further:
(817) 571-9122  
-
or -   CoachPaul@CoachPaul.com

Other Facts

31% of future retirees have raided their retirement savings.
From AARP Magazine, May/June 2007

55 percent of Boomers say they will move when they retire.
From the Baby Boom Generation Survey by Del Webb

Upon retirement, Boomers say that home maintenance will be the paramount issue in choosing a home (62 percent), but many also want a smaller home (23 percent).
From the Baby Boom Generation Survey by Del Webb

Eight in ten Boomers say they plan to work at least part-time during retirement. Others envision starting their own business or working full-time at a new job or career.
According to an AARP Segmentation Analysis: Baby Boomers Envision Their Retirement.

About one in six baby boomers plan to start their own business in retirement.
According to an AARP Segmentation Analysis: Baby Boomers Envision Their Retirement.

Just over one-third of baby boomers expect to have to scale back their lifestyle in retirement.
According to an AARP Segmentation Analysis: Baby Boomers Envision Their Retirement.

Individuals in their 50's have on average  $148,977 in their 401(k) plans. In your 60's? You have an average of $157,727 in your 401(k).
According to the Employee Benefit Research Institute.

The typical worker is projected to replace only 58% of his/her pre-retirement income. That 58% includes Social Security, 401(k)'s, pensions and other investments.
According to the Fidelity Research Institute.

 

 

 

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