Ready 2 Retire Module 4

Module 4 Content

Week 4: Practical Application Homework

#1 Schedule Zoom Practical Application Check In

#2 Choose Growth Bucket Priority Order

PREDICTABILITY

PERFORMANCE

PROTECTION

#3 Calculate Additional Liquidity Bucket Need for Income COLAs

**Reminder – Read through The Retirees Guide to Housing Wealth before getting to Module 6

John and Beth Berry Buckets at End of Module 4

John and Beth Berry Right Capital Software Input End of Module 4

Growth Bucket Tool Education Videos

Buffer Investments (Buffer 9,15,30, applies also to Buffer 10, 20)

Index-Linked Investments (Performance, Precision, Guard)

http://thestewardshipsolution.com/indexed-linked-investments-education/

First Trust Deeds

http://thestewardshipsolution.com/first-trust-deed-education

Module 4 Supplementary Education

Why Bonds Don’t Provide the Best Protection for Portfolios in Today’s Environment (coming soon)