Thank you for your interest in our FREE "18 Steps to Retirement Mastery" program!

This program lets you learn the basics of Medicare and Social Security at your own pace.  Watch each of these short but highly-informative videos whenever you'd like - as often as you'd like.  Then, take our quick quiz challenges to make sure you've got the information down before moving on to the next one.

(CLICK THE SCREEN SHOTS BELOW TO WATCH THE VIDEO.)


CHAPTER 1: INTRODUCTION


CHAPTER 2: GETTING READY FOR RETIREMENT

 
CHAPTER 3: THE MANY FACETS OF RETIREMENT

 


 


CHAPTER 4: FIRST STEPS TO
ENROLLING IN MEDICARE


 CHAPTER 5: MEDICARE PARTS B, C & D
+ SUPPLEMENTAL PLANS
 

CHAPTER 6: MEDICARE RECAP +
ADDITIONAL THINGS TO CONSIDER

 

 

 

 

CHAPTER 7: WHY YOU SHOULD CONSIDER A MEDICARE SUPPLEMENTAL PLAN

 

 CHAPTER 8: INTRODUCTION TO
SOCIAL SECURITY

 

CHAPTER 9: MAXIMIZING YOUR
SOCIAL SECURITY BENEFITS

 

 

 

 

CHAPTER 10: HOW IS YOUR SOCIAL SECURITY BENEFIT CALCULATED?

 

CHAPTER 11: SPOUSAL &
SURVIVOR BENEFITS

 

CHAPTER 12: BIPARTISAN BUDGET ACT OF 2015 + PUBLIC / GOVERNMENT EMPLOYEES

 

 

 

 

CHAPTER 13: SOCIAL SECURITY TAXATION AND HOW TO MINIMIZE IT

 

CHAPTER 14: RETIREMENT SECTOR 3 -
INCOME-PRODUCING ASSETS

 

CHAPTER 15: RETIREMENT SECTOR 4 -
RISK TOLERANCE

CHAPTER 16: RETIREMENT SECTOR 5 -
TAXES AND HOW TO REDUCE THEM
 CHAPTER 17: RETIREMENT SECTOR 6 -
ESTATE

CHAPTER 18: RETIREMENT PLANNING
SUMMARY