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Retirement Resources

Educational Papers and Videos for You

As licensed financial advisors focused on retirement, we bring you an array of educational videos and whitepapers you can use to learn more about why we developed and recommend the Two Economic Powers® Strategy versus the traditional accumulation model that we call the One Economic Power™. We also have a wide range of animated videos and whitepapers to help you understand the often-complex concepts behind the financial services industry. Our goal is that you understand your custom plan, and the “why” behind what we do.

Informational Whitepapers

It’s our goal to make complex concepts simple to understand so that you can thrive in retirement. Please download and review these whitepapers at your leisure, and feel free to contact us if you have any questions about what you’ve read.

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Educational Videos

The Two Economic Powers® Strategy Tutorial Series

Watch this series of videos in order to learn what you need to know about retirement income planning! This 14-video tutorial series is designed to take you step by step through the process. Remember, starting young can make a big difference, and to do that effectively, you must plan for your end goal.

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Introduction
Retirement income planning discussion and questions.

Accumulation and Distribution
Understanding the differences between accumulation and distribution. How much to save and where to put those savings.

Retirement Income Options and Distribution
Naming and ranking the different retirement income options from lowest to highest.

Monte Carlo Withdrawal Rates
The industries attempted solution of running out of money too early in retirement.

Example Future Value Under the One Economic Power™ Strategy
Analyzing different interest rates to see how much money would be needed under the One Economic Power™ Strategy.

The One Economic Power™ Strategy
In this video we’ll highlight the problem with the One Economic Power™ Strategy.

The Two Economic Powers® Strategy
Introducing the most efficient retirement income strategy, the Two Economic Powers® Strategy.

Comparisons of The Two Strategies
In this video, we’ll give you an overview and compare side by side the One Economic Power™ Strategy versus the Two Economic Power® Strategy.

The Two Economic Powers® Covered Asset Option
A deeper dive into understanding the Two Economic Powers®- Covered Asset option. Creating a self-made pension.

The Two Economic Powers® Volatility Option
A deeper dive into understanding the Two Economic Powers – Volatility Buffer Option

The Two Economic Powers® Volatility Option Continued
Looking at examples of how to use the Volatility Option in retirement.

Retirement Income Calculation Scenarios for the One Economic Power™ Strategy
Taking a look at the calculations and outputs for the One Economic Power™ Strategy, everyone’s default path.

Retirement Income Calculations Scenarios for the Two Economic Powers® Strategy and comparison to the One Economic Power™ Strategy.
Analyzing the different calculation outputs for the Two Economic Powers® Strategy versus the One Economic Power™ Strategy.

Next Steps
Here we’ll walk you through what the next steps are so you can achieve the highest income streams in retirement.

More About The Retirement Money Experts and Our Strategy

We founded The Retirement Experts to help consumers understand the principles behind retirement income planning. By planning from a young age how you will develop an income stream once you decide to retire, consumers may have a better chance for a successful retirement.

Overview
Actuarial Science
Product Tool Kit
Dr. Wade Pfau and The Retirement Money Experts

Other General Educational Videos

Browse through these animated videos to learn about financial principles that can help you whether you are busy accumulating and growing wealth, getting ready to retire in five to 10 years, or living in retirement now. One of our biggest goals is to educate consumers about financial matters.

Decumulation Versus Accumulation
What is an FIA (Fixed Indexed Annuity)?
How Required Minimum Distributions (RMDs) Work
Portfolio Diversification to Withstand Market Volatility
What You Need to Know About Social Security
Traditional versus Roth IRA Accounts
Retirement Income Certified Professionals®
Independent and Agnostic
Driven by Data and Actuarial Science
The Two Economic Powers® Strategy

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Am I too old (or young) to start working with the Retirement Money Experts?

It’s never too late, but the sooner you begin, the better. We work with pre-retirees, individuals and families as young as 25 up to their 60s+ and retirees all the way through your retirement years. For those who are age 35 or older, we would expect that you have accumulated some retirement savings already, but we don’t have any minimums. We also work with business owners to maximize their retirement and help with succession planning. Our only requirement is that you want to learn and follow your recommended retirement strategy based on actuarial science and academic principles.

What is the Two Economic Powers® approach?

Basically, this strategy starts from the end goal, which is retirement. The Two Economic Powers® approach includes both the accumulation plan and the retirement distribution plan together, starting as early as possible in your career. Academic research shows that this approach allows you to optimize your retirement dollars, allowing you to contribute less and have more in retirement.

What are the typical results you see?

By following our strategy and the custom plan we create for them, our clients typically see a significant increase in their retirement income for the amount of money they are putting away for retirement.

FAQs

Frequently Asked Questions
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Retirement Resources

Educational Papers and Videos for You

As licensed financial advisors focused on retirement, we bring you an array of educational videos and whitepapers you can use to learn more about why we developed and recommend the Two Economic Powers® Strategy versus the traditional accumulation model that we call the One Economic Power™. We also have a wide range of animated videos and whitepapers to help you understand the often-complex concepts behind the financial services industry. Our goal is that you understand your custom plan, and the “why” behind what we do.

Informational Whitepapers
Educational Videos
For Financial Advisors

Contact The Retirement Money Experts

Get In Touch With Us
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