Only people referred by a Retirement Loop’s member, dearly called a Looper, can hit this page!
Congrats on being part of a unique group of people. We have created a special offer to ensure we welcome you properly.
Do you have enough money to retire?
Planning for retirement is both complex and essential for enjoying this critical phase of your life. Understanding strategies, tax optimization, and withdrawal methods can feel overwhelming.
But how do you know if you’re making the right decisions?
You weren’t trained as a financial planner. Yet when seeking professional help, many advisors focus more on selling investments than addressing your concerns.
It’s time to put you in control of your retirement plan.
That’s why we created Retirement Loop.
Retirement Loop helps you transition into retirement and, once you are there, it gives you the tools to keep the ship steady.
Who Does Retirement Loop Serve Best?
A complete retirement plan with an advisor will cost between $2,500 and $5,000. Worse, the one-time fee is also for a one-time plan. You’ll have to disburse more if you need to rerun it in 5 years.
And let’s be honest, your advisor won’t be on call every day of the year to help you out.
The Retirement Loop Referral membership costs $470/year (your price will never change!)
The membership gives you access to:
- A community of nearly 500 retirees (ran on Mighty Networks) where you can speak with and ask questions. You won’t feel alone anymore.
- A downloadable retirement projections spreadsheet to keep your data on your computer and not share with anyone. The spreadsheet runs macros in Excel. You must have a valid Excel license to use it.
- Support from retirement coaches. If you are not tech-savvy, you can still use the Excel spreadsheet with the help of the RL retirement coaches. They will review your projections and help you optimize them.
- A continuous learning center, including a monthly newsletter and videos. Retirement Loop covers multiple topics such as how to minimize taxes, optimize your budget, and how to stress test your retirement plan. The newsletters are written by a former financial planner.
- The Loopers’ Show. This is a monthly event where you can watch case studies being reviewed, listen to discussions with other members, and they also receive special guests!
Risk-free investment policy
As usual, all our services come with a risk-free investment policy.
Retirement Loop comes with a 60-day money-back guarantee.
You can subscribe to Retirement Loop today, and you have 60 days to decide if it’s the right community for you. If not, email us, and we will refund your payment without any questions.
A Retirement Plan is more than just Math: The Three-Legged Stool for Retirement
A three-legged stool is incredibly solid, but you can’t make it stand if you take one leg off. We have built Retirement Loop around three legs that will provide you with the structure you need for an enjoyable retirement:
PLAN
Develop your financial projections.
Optimize your withdrawals to pay less taxes.
Find out how much you can afford in retirement.
INVEST
Build your portfolio.
Create your paycheck.
Explore various strategies
ENJOY
What’s the goal of retirement?
Enjoy and explore your interests.
Connect with other retirees like you!
How nearly 500 Canadian Retirees Use Retirement Loop?
#1 Ask your questions
You have questions about retirement? We have answers! You found your safe place to ask your questions and get non-biased answers. We have built a unique Canadian community of retirees to help you.
#2 Connect with other retirees!
There is also a lot of power in having hundreds of people working with the same program to help each other. You can finally connect with other retirees going through the same challenges.
#3 Achieve your goals!
With a powerful financial projections spreadsheets, monthly shows with special guests and education content helping you shaping your retirement income, you will retire stress-free!
Become a Looper for only $470, a $100 rebate from the regular price.
Retiring can feel lonely
Don’t you hate having questions about your retirement choices? Most answers you find on the internet are incomplete or contradictory. Managing your finances can be a lonely path as you transition to retirement.
But it doesn’t have to be this way. You deserve a happy retirement.
Canadians who enjoy their retirement are the ones who:
Know which account to withdraw from first.
Build a clear financial plan covering multiple scenarios.
Use an agile budget through the go-go, slow-go, and no-go phases.
Create multiple sources of income, including CPP, OAS, investment income, and others.