Are you getting serious about Planning for your Retirement?

Now… Build a Retirement Plan that actually matches up with the things that are most important to you, in just a few hours, without spending a ton of money or getting all stressed out trying to figure it out on your own.

There are 7 Key Elements that you need to know and understand to really get the most out of your Retirement Resources. 

Keep reading on, to learn how you too can take the stress and uncertainty out of creating your plan for retirement!

The Reality of not having a Plan for your Retirement

Today more than ever, planning for retirement is hard. With high inflation, increased stock market volatility and out of control healthcare expenses, every decision you make is one that can affect you for the rest of your life.
All of this can lead to feeling overwhelmed, worried and stressed with what seems like an endless list of things to do before you retire.

If you’re feeling like this, it's normal, and you’re not alone.
The truth is, we were never taught any of this, and it doesn’t come naturally to most people.
Many of us simply relied on information we got in bits and pieces from friends, family or co-workers. Unfortunately, advice that may have been good for one person, may not be good for you.
Using a financial advisor could help, but the truth is, a lot of financial advisors focus primarily on investing, and may not get into the kind of detailed planning necessary to really give you the confidence you’re looking for in your retirement planning decisions.

 So then you’re left with trying to figure this all out on your own…
 and without a plan for your retirement, the worry stress and uncertainty won’t go away, and you could end up making a mistake that ends up costing you a lot of money.

I believe the happiest people in retirement are those that have a clearly defined plan.

They understand exactly what they want their retirement to look like based on the things in life they value the most. They feel confident in how their financial resources will provide for their cash flow needs.

So, what if you had a set of step-by-step instructions for building your own custom retirement plan? Imagine if you could follow these steps with paint-by-numbers precision and simplicity... EVEN if you’re a newbie to all of this personal finance and retirement planning.
No more stress!

 No more wondering if you’re making the right decisions! 

No more wasting time or money!

Imagine for just a moment…

...that you had a step-by-step process for creating a retirement plan that actually gives you that confidence...
...imagine you could create it in as little as a few hours...

And once it’s done... you would have answers to all of those questions that have been racing trough your mind! The worry and the stress would turn to confidence.

Wouldn’t that be nice

Well, you don’t have to “imagine” any longer. Because... it’s here.


The Retirement Time Machine is much more than just an online course or another do it yourself retirement plan.

…It combines both into a transformational process that takes you from wherever you are in your retirement planning journey to a crystal clear plan for your retirement.

The Simple Step-by-Step, System for planning your Retirement...

or Your Money Back!

Here’s what you will get when you enroll in the Retirement Time Machine…

  • Step by Step videos and easy to follow worksheets will guide you through every step of the retirement planning process
  • 12 Month’s of the Retirement Time Machine Navigator, where you can build your own high level retirement plan using the eMoney Platform
  • ​12 months of our Monthly Livestream Q&A workshops. If you need help or get stuck, we’re here for you.
  • ​Lifetime access to all of the RTM course material including any future updates to the course and all of the Bonuses!

Module Breakdown

Do you have the right map? You’ve probably been thinking about retirement your whole life and now that it's getting closer you may be trying to make sense of all of the different pieces and the decisions you need to make.

In this module we’ll help you organize your retirement resources in a way that brings it all together to really help you get clear on your retirement and what’s possible.

Inside Module #1 You’ll Discover…
  •  How to design your perfect retirement so that it matches with the things in life that are really most important to you
  • Tools to building your retirement map so that you don’t have any surprises
  • How much money you should be saving for retirement each year and why many people could be actually saving too much
  • ​What to do if you’re behind on retirement planning and why it’s never too late to still plan for your dream retirement.
As you get closer to retirement you may begin to see your excess cash flow improve significantly.

Paying off your mortgage, kids moving out on their own, and experiencing a surge in income from your career or business.

Taking advantage of these final years before you retire can really make a huge difference in your retirement, especially if you think you’re behind in your retirement saving.

This module will empower you with the knowledge and strategies to make the most of this critical phase.

Inside Module #2 You’ll Discover…
  • Little known tips that could really supercharge your retirement savings
  • Why saving money in the wrong type of account, could cost you more money in taxes in your retirement
  • Hidden features in your 401k that many people miss
  • ​Mistakes you might be making with your asset allocation
Congratulations you have accumulated enough savings and investments to retire! However, transitioning from receiving a regular paycheck to relying on your retirement funds and resources can be understandably scary.

In this module, we address one of the most crucial aspects of retirement planning: creating a retirement withdrawal strategy.

Inside Module #3 You’ll Discover…
  • How to create a plan for withdrawing money from your retirement accounts that you can feel confident about
  • How to decide whether to take a pension lump sum or keep the monthly payment.
  • When to collect Social Security and how to coordinate it with other sources of retirement income.
  • ​3 things you need to do with your retirement accounts before you retire.
  • ​Which accounts to take withdrawals from first that can reduce your long term taxes
This is where it really starts to come together!

We’ll take what you’ve learned so far and help you build your own custom retirement plan. We call it the Navigator, and it’s built on the powerful eMoney financial planning platform.

Here’s just some of what you can do in the Navigator…

Link Your Accounts

  • With a single Log on, see values and positions across all of your financial accounts in real time
  • Create a budget and Track expenses
  • ​Gain powerful insights into your investment holdings and asset allocation

Mapping Your Cash-Flow

  • Identify your cash flow gaps now and in the future, so you can build your retirement withdrawal strategy with precision
  • Plan out future expenses over time
  • Forecast your Required Minimum Distributions

Income Tax Planning

  • View key tax information such as your effective tax rates, Taxable Income and even your state taxes
  • Identify “low Tax Years” to help coordinate retirement withdrawals and plan Roth Conversions
  • Know how much “room” you have left before you go into the next tax bracket
  • ​Answer the question, will you be in a higher or lower tax bracket when you retire

"I’ve helped thousands of individuals become more confident about their plans for retirement, and now it’s your turn!"

My high level one-on-one comprehensive WealthVision financial plan costs $3,600. At one point, the demand was so high, I actually had to shut it down and turn people away.

The people I helped over the past few years came to me because they were looking for answers to their most important retirement questions and they struggled to find answers.

Maybe you have experienced this too…

When it comes to creating a plan for your retirement you have 3 options

1. Ask friends and relatives for referrals. Schedule appointments with a few of them, only to find out that most are focused on selling their investment services and really don’t do financial planning.

2. Spend an entire weekend building a spreadsheet to map out your retirement… or try using one of the low cost or free online tools. It might work, but often it still lacks details without really answering your questions

3. You find a financial planner like us, to work with you one on one to build a custom stand alone financial plan. The cost for a custom plan can vary, however, according to the FPA Planning Fees Study the average cost for a flat fee financial plan was $2,250 

It’s for this reason that I want to make sure I get this program to as many people as possible. I designed the Retirement Time Machine to deliver a high level detailed plan through a DIY experience at a fraction of the cost for a custom plan.

Enroll Now For Just $297!

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The Double Guarantee 

I know that the Retirement Time Machine is going to help you with all of your most important retirement planning goals, but just in case, here’s my double guarantee to you.

When you join the Retirement Time Machine, you'll also get access to these 5 Bonus Presentations!

Let's Recap

When you join the Retirement Time Machine you get instant access to the 4 core workshop modules plus 12 Months of The RTM Navigator (eMoney Portal) to really help take your retirement planning to a whole new level.
Providing confidence, clarity and answers to your most important retirement planning questions.

Plus These 5 Bonuses!

  •   How to Create a Tax Plan for Your Retirement
  • ​  What You Need To Know Before Buying An Annuity
  • ​  Navigating Your Healthcare Options In Retirement
  • ​  Maximizing Social Security Benefits for a More Rewarding Retirement
  • ​  Unlocking The Full Potential of Your 401k


How is this different from the WealthVision Financial Plan?
WealthVision is our premier one-on-one financial plan and currently has a cost of $3,600. The Retirement Time Machine is intended to be a much lower cost option where participants build their own retirement plan. RTM is a fraction of that cost.

How long do I have to access the course?
You will have lifetime access to the course, including any future updates to the Retirement Time Machine. All you have to do is log into your member portal and the Retirement Time Machine will be there

Do I need to be tech savvy to use the portal?
There is no software to download or fancy computer needed to access your eMoney Portal. You simply log into the secure website from any computer, iPad, Tablet etc. As long as you have access to the internet you’re good to go. With my step by step videos I’ll walk you through the entire process.

What if I have questions, can I talk to a real person?
I will be hosting periodic livestream Q&A Sessions at least once a month, which is an excellent opportunity to ask pretty much any questions you have. You can also email any questions to our office and someone will respond within a business day or two.

You say I have access to the eMoney Portal for 12 month’s, what happens after that?
After your initial 12 months access to the eMoney Portal, you have the option to continue your access for a cost of $19.97 per month. You would also have access to all of the monthly livestream Q&A sessions.

How long will it take me to complete the program?
There are over 13 hours of video instruction in the course if you really want to take dive deep on all of the topics. However, if you have already completed the RTM Quickstart workshop, you can jump right into the Navigator and knock out a pretty solid plan in just a few hours

I’ve used other retirement planning tools, how is this different?
eMoney is the one of the best and most advanced financial planning tools on the market today, built for financial planners. I believe RTM is the only program of its kind that gives you this kind of access to such a powerful tool.

You say that eMoney is a tool for financial planners, does that mean it's hard to use?
Not at all. With easy to follow videos I’ll walk you through the entire process to get your information into your plan and most importantly teach you how to interpret the reports so you can make more educated decisions for your retirement.

Terms and Conditions

The Retirement Time Machine is an online course intended for educational purposes only. Before making any financial or investment decisions you should always consult with appropriate professionals such as a C.P.A. , Financial Advisor, or Attorney.

The Retirement Time Machine also includes the ability to build your own financial plan using eMoney Financial Planning Software. We call this the Retirement Time Machine Navigator. This is a do it yourself financial plan and time and care should be taken to ensure that you have entered the information into your plan correctly and that you know how to interpret the reports. Throughout the course, video instruction along with PDF’s and worksheets are provided to assist in the data entry and report interpretation. Please make sure you watch and pay attention throughout all of the video’s. Periodic live group Q&A sessions will also provide an opportunity to help you understand your plan.

You will have lifetime access to Retirement Time Machine course, including all video’s, PDF’s and worksheets.

The Retirement Time Machine Navigator will be available to access for a minimum of 12 months from your date of purchase.

For an additional cost, periodic offers may be made to engage in one on one financial planning advice. These one on one financial planning engagements will be made under a separate financial planning agreement, and would offer the ability to review and check that your financial data have been entered into the software correctly, interpret reports and receive individualized financial planning recommendations.


Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Financial planning offered through Money Evolution LLC, a registered investment advisor and a separate entity from LPL Financial

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

No strategy assures success or protects against loss.