The Retire with Confidence Workshop · For pre-retirees within 10 years of retirement
Your Savings Could Pay You More Than You Think.
How much depends on how it's set up to pay you each month.
In a free 30-minute one-on-one workshop, we'll estimate what your savings and Social Security could actually pay you each month after taxes, and whether it's enough to retire when you want to.
Let's start here.
How far are you from retirement?
Choose an answer above to begin.
Takes 30 seconds. No commitment.
You've worked. You've saved. You've sacrificed. Now make sure your retirement income plan is built to support the life you want.
A short message from Sean
Why I built the Retire with Confidence Workshop.
Your balance isn't the number
Ask most people if they're on track to retire and they'll tell you their balance. Ask what that balance pays them every month after taxes, and it gets quiet.
That second number is the one retirement actually runs on. Every source you have, combined, minus what's designated for taxes when you withdraw it. Most people have never had anyone put it in front of them.
Here's what surprises people: once that number is laid out properly, it's often more than the vague figure they'd been carrying around. Not always. But you can't know until someone puts it in front of you.
And there are four risks that can quietly shrink it once the paychecks stop.
Takes 30 seconds. No commitment.
What we'll walk through
Three parts. One conversation.
Will I Have Enough?
Your real monthly income picture, all your sources combined, after taxes. Then we'll see if you're on the right track, or on track to run out early.
The Four Risks Most People Don't Think About Until It's Too Late
Four things that can quietly chip away at your income once the paychecks stop. One of them can take years off how long your money lasts. We'll look at which ones actually apply to you.
The Income Strategy Most Pre-Retirees Are Never Shown
A way of turning what you've built into monthly income that most people are never walked through. We'll see whether it fits your numbers.
Takes 30 seconds. No commitment.
Why I do this
When my dad passed away, he didn't have life insurance. My family carried that weight during the worst week of our lives, and it's what brought me into this work. I started in final expense insurance so I could help as many families as possible avoid the same financial struggles.
That job put me at kitchen tables with people at the very end of retirement, scraping together what was left to cover a final expense policy. Almost every one of them could have retired differently if someone had shown them the math 15 years earlier.
By the time I got there, it was too late to change anything. This workshop exists so I get there 15 years earlier.
Sean Barry · Retirement Architect · Barry Financial LLC · Based in Eureka, Missouri · Licensed MO, FL, GA
A few honest answers
Is this a sales pitch?
Do I need to share account logins or exact balances?
What should I have ready?
What happens after the session?
Who is this NOT for?
You've done the working, the saving, the sacrificing. Now see what it could pay you.
Takes 30 seconds. No commitment.
I do a limited number of these sessions each week, so grab a time that works for you.
Let's build your workshop around your situation.
A few quick questions so the time we spend is on your numbers, not generic examples. Then you'll pick your time.
How far are you from retirement?
What's your approximate retirement savings, across all accounts?
What's your biggest concern about retirement?
How confident are you about your retirement income plan?
Where should we send your session details and your Retirement Income Snapshot?
Pick a time that works for you.