Retirement Focused Family Course (Age 55+)
For families wanting to ensure they are making the most of their remaining working years. Your last chance for taking proper steps in realizing the retirement you are wanting.
Get startedRetirement Focused Family Course (Age 55+)
For families wanting to ensure they are making the most of their remaining working years. Your last chance for taking proper steps in realizing the retirement you are wanting.
Get started
About the course
You are getting towards the end of your career, so making the most of your remaining working years is really important. You want to ensure you take the right actions now, so you can enjoy the retirement you have always envisioned in the years to come.
Learning how to self-manage your situation can ensure you are making the most of what you have and give you the confidence you are on the right track.
when you need this?
You Want More Clarity on the Path Ahead
You Want to Make the Most of Your Earning Years
You Want to Avoid Potential Missteps
You Want to Maximize Flexibility in Retirement
Join now for the best price $199
Join now
About the course
You are getting towards the end of your career, so making the most of your remaining working years is really important. You want to ensure you take the right actions now, so you can enjoy the retirement you have always envisioned in the years to come.
Learning how to self-manage your situation can ensure you are making the most of what you have and give you the confidence you are on the right track.
when you need this?
You Want More Clarity on the Path Ahead
You Want to Make the Most of Your Earning Years
You Want to Avoid Potential Missteps
You Want to Maximize Flexibility in Retirement
Join now for the best price $97
Join nowWhat the course includes
01
Introduction
to the Financial Pinwheel
Learn about how the course is tailored to helping retirement focused families make the most of their remaining working years.
02
Part 1.0:
Your Current Pinwheel
Explore the implications of different pinwheel sizes on long-term financial stability. You will gain insights into managing your expenses and savings to maintain a balanced and sustainable financial pinwheel.
03
Part 2.1:
Your Current Financial Battery
Learn about how to assess your current savings and investments—referred to as the financial battery, and how it is comprised of two parts, the YOU terminal and the THEM terminal. The YOU terminal requires compound growth to succeed.
04
Part 2.2:
Growing Your Financial Battery
After seeing what your current Financial Battery looks like, you’ll now learn strategies to both calculate and implement the financial energy you may need to save.
05
Part 3:
A Self-Charging Wind Machine
A Financial Battery is great, but it needs to compound its growth and self-charge over time. Investments are the solar panels, the tool in self-charging your financial battery.
06
Part 4:
Preparing for a Hurricane
Learn about how different forms of insurance are important in protecting the Financial Pinwheel you have now built.
07
Maintaining Your Pinwheel
As a retirement focused family, understanding your pinwheel now is critical, as this is the pinwheel you need to spin forever. Making the most of your remaining working years can help ensure your pinwheel is a manageable size and your financial battery is secure enough to power it forever.
08
Ongoing Membership
Here I help you maintain updated knowledge, ensuring you can continue to implement your own self-managed strategy effectively and efficiently.
What the course includes
01
Introduction to the Financial Pinwheel
01
Introduction to the Financial Pinwheel
Learn about how the course is tailored to helping young families wanting to get on the right track early.
02
Part 1.0: Your Current Pinwheel
02
Part 1.0: Your Current Pinwheel
Explore the implications of different pinwheel sizes on long-term financial stability. You will gain insights into managing your expenses and savings to maintain a balanced and sustainable financial pinwheel.
03
Part 2.1: Your Current Financial Battery
03
Part 2.1: Your Current Financial Battery
Learn about how to assess your current savings and investments—referred to as the financial battery, and how it is comprised of two parts, the YOU terminal and the THEM terminal. The YOU terminal requires compound growth to succeed.
04
Part 2.2: Growing Your Financial Battery
04
Part 2.2: Growing Your Financial Battery
After seeing what your current Financial Battery looks like, you’ll now learn strategies to both calculate and implement the financial energy you may need to save.
05
Part 3: A Self-Charging Wind Machine
05
Part 3: A Self-Charging Wind Machine
Financial Battery is great, but it needs to compound its growth and self-charge over time. Investments are the solar panels, the tool in self-charging your financial battery.
06
Part 4: Preparing for a Hurricane
06
Part 4: Preparing for a Hurricane
Learn about how different forms of insurance are important in protecting the Financial Pinwheel you have now built.
07
Maintaining Your Pinwheel
07
Maintaining Your Pinwheel
As a retirement focused family, understanding your pinwheel now is critical, as this is the pinwheel you need to spin forever. Making the most of your remaining working years can help ensure your pinwheel is a manageable size and your financial battery is secure enough to power it forever.
08
Ongoing Membership
08
Ongoing Membership
Here I help you maintain updated knowledge, ensuring you can continue to implement your own self-managed strategy effectively and efficiently.
What You'll Get
What you receive through greater understanding is greater freedom to enjoy today.
Greater Clarity
01
You’ll know your lifestyle expenses, your savings rate, and if you appear to be on track.
Higher Confidence
02
You’ll see how your money is working for you now, as well as actions within your control.
Broader Vision
03
You’ll learn to look for opportunities that can possibly supercharge your situation.
More Enjoyment
04
You’ll have freedom to focus more on enjoyment with your family.
What You'll Get
What you receive through greater understanding is greater freedom to enjoy today.
Greater Clarity
01
You’ll know your lifestyle expenses, your savings rate, and if you appear to be on track.
Higher Confidence
02
You’ll see how your money is working for you now, as well as actions within your control.
Broader Vision
03
You’ll learn to look for opportunities that can possibly supercharge your situation.
More Enjoyment
04
You’ll have freedom to focus more on enjoyment with your family.
Benefits of the course
Actionable Strategies
Each bite-size lesson is easy to understand and put into practice, all through the simple analogy of the Financial Pinwheel.
30 Interactive Videos
See Joe explain each lesson and concept directly to you, rewatch as needed, with knowledge checks to confirm understanding.
10 Implementation Calculators
Simply input your information to see lifestyle expenses, savings rate, income growth, and more.
Retirement Focused Family Course
Ready to Learn the Secrets to Perpetual Financial Freedom?
With expert guidance and actionable lessons, you’ll gain the confidence to achieve your financial goals—enroll now and invest in your future!
You’ll get
8 modules
30 course videos
10 calculators
1 year access to all resources
Join now for the best price $199
Join now
Retirement Focused Family Course
Ready to Learn the Secrets to Perpetual Financial Freedom?
With expert guidance and actionable lessons, you’ll gain the confidence to achieve your financial goals—enroll now and invest in your future!
You’ll get
8 modules
30 course videos
10 calculators
1 year access to all resources
Join now for the best price $97
Join now
Free Guide
Retirement Focused Family Course
Find out how “The Financial Pinwheel” can change your life for the better.
Free Guide
Retirement Focused Family Course
Find out how “The Financial Pinwheel” has helped others and how it can change your life for the better.
7-DAY MONEY-BACK GUARANTEE
We’re confident you’ll love this course. However, if for any reason you feel it’s not delivering what we promised, simply reach out to us within 7 days of purchase. No questions asked.
Join courseFrequently asked questions
Do I need to read the book before taking the course?
Nope! Reading the book first can help provide an initial foundation for the concepts, but it is certainly not required.
How long does it take to complete the course?
The course is broken into 7 sections, each having 3-5 lessons. On average, each section takes around 45 minutes. It is recommended to have enough time to fully complete a single section in one sitting, if possible. As it is broken into 7 sections, it could take as little as 7 sessions to complete.
Why is initial access for one year?
I want you to take action and improve your life. Data shows that longer access correlates to slower implementation. Lifetime access generally has the lowest completion rates.
What happens after one year?
After one year you will be notified, and you can either continue your access for the monthly fee or discontinue your subscription. As your situation changes (increasing income, investments, etc.), the monthly fee allows you access to continue in refining your situation and monitoring your track. It also provides you with ongoing access to Joe’s insights and commentary.
What if I have questions?
The courses are designed to be fully self-guided, though when needed, general questions can be sent to [email protected]. Please note we cannot provide specific planning or investment advice.
Need help?
If you have any questions or suggestions, simply complete the form below, and we’ll respond shortly
Need help?
If you have any questions or suggestions, simply complete the form below, and we’ll respond shortly
