The Challenge
When you start thinking about retirement, it’s normal to feel a bit overwhelmed and uncertain. There are so many things to consider, and it can be hard to know where to start.
>> Do you find yourself wondering if you have enough money to retire?
>> Are you white-knuckled watching the stock market, worried the next downturn may affect your plans?
>> Is the influx of retirement information hitting your mailbox giving you information overload?
You’ve likely spent countless hours searching the internet, retirement calculators and your company’s HR department but still don’t feel like you have solid answers to the essential questions that would provide you confidence.
If you can relate, know you are not alone.
The Search for Direction
Let’s face it, modern retirees are no longer provided a clear path to follow. This is not the retirement of your parents' generation.
>> In today’s vast jungle of retirement information, even once you know what needs to be done, knowing how to do it can be a real challenge.
After seeing today’s generational shift in retirement play out firsthand, we realized the problem facing modern retirees is generally not a lack of resources but rather a lack of structure.
A Reliable Path Forward...
After years of working with modern retirees, we developed Retirement Basecamp™ as a free online course designed to help individuals like you get started in planning their retirement journey.
Our self-paced material was designed to give you a starting point to explore retirement on your own terms and provide a reliable path to help you make informed decisions about your future.
This short online course will start with an introduction to what we call The Three Lessons of Retirement™. These lessons will help you take a shortcut as you prepare.
This course is for you if...
>> You are within five years of retirement (or recently retired).
>> You have saved between $500,000 to $3,000,000 for retirement. *
>> You feel more confident when you are prepared and have a plan.
*For individuals within this range, the challenge is usually not having enough money to retire, but rather not having a strategic path to make that money work as hard as it can for as long as it can. If you fall outside of this range or are further away from your retirement date, then other strategies may be a better fit for you. Feel free to reach out, and we will get you connected with the resources you need.
The key areas we will cover include:
- An introduction to the new challenges you will face in retirement and strategies to help you overcome them.
- The common options for you to consider when creating retirement income from your resources. Suggested criteria for you to measure the best path for you.
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A step-by-step framework you can follow to help you retire with confidence.
Your Retirement Basecamp™ Guide
Retirement Strategist: Chris Merchant
Hi, I’m Chris Merchant. I am the founder of Hunt Country Wealth Management, a retirement-specific firm located near Washington, D.C. My firm and I serve modern retirees nationwide and help them prepare for their journey into retirement and beyond.
I am the Bestselling Author of On Investing Well: The Elements of Good Investing and hold both the CERTIFIED FINANCIAL PLANNER™ professional and Behavioral Financial Advisor™ designations.
Throughout my career, I have supported Fortune 500 leaders, entrepreneurs, pilots, nurses, rocket scientists–everyone from Olympic medalists to teachers, and I believe I am uniquely qualified to help YOU build a solid and well-planned foundation for your retirement.
My goal is that after completing this course, you will feel confident in your ability to navigate your retirement and feel prepared to begin your journey.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Hunt Country Wealth Management does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Example Curriculum
Frequently Asked Questions
When does this course start and finish?
The course begins when you enroll. It is a completely self-paced experience, so you direct when you start and stop the course modules. You can replay the content for more clarity. The lessons are designed to be completed in order.
How long do I have access to the course?
After enrolling, you will have access to the Retirement Basecamp™ course material for thirty days.
How long does this course take to complete?
This material was designed to offer a short but comprehensive mini-course to help you prepare to retire. From start to finish, the run time is approximately 36 minutes. Feel free to take as much or as little time as you need. This course is 100% self-directed.
How much does this course cost?
This course is offered for FREE. It is an extremely valuable resource to help you overcome the uncertainty of beginning your retirement plan. This course will also help you understand the challenges you need to address while planning so you can build a solid foundation for your future.