Income Decision Room Masterclass for Physicians Bundle
From planning to the implementation framework.
Welcome to your private program and physician community of those who want to take control of their income! The program benefits are described below. You'll automatically be registered for our Zoom sessions through this program, and we'll provide the Zoom links in advance. We will teach the same framework of the income system in each Zoom session, so if you miss a Thursday, you can join the next one. You have unlimited access to join as many times as you'd like to make sure you understand the framework. You've made a great decision for the next stage in your life to take control of how you can live out your financial plan.
The Masterclass covered content leading up to the exact steps of the Income Staging System. This illustrated the importance of "why" an income framework is so important to your financial future. This program will uncover the rest of the course, and you'll have continued access to our scheduled Zoom sessions.
Over 37 years of working with physicians, I've seen the same reaction time and time again: relief that someone finally explained retirement income this clearly, surprised at how much sense it makes once the next steps are laid out, and appreciation for how easy it becomes to explain to their own family.—
Kevin Sullivan, AIF®
What You'll Learn
As part of your Bundle, you'll learn the Income Staging System through ongoing LIVE Zoom events:
- The step-by-step framework
- This includes addressing the differences between the accumulation phase and the income phase, and the strategies as you transition
- Answers questions on a portfolio of bonds, stocks, and cash and how income staging works in relation to these - again educational content only - not a personal recommendation - a broad discussion...
- How timeframe works to guide your risk
- Where to pull your income from 1st, 2nd, and 3rd
- How the system can replenish your income stream
- How to monitor your income framework
The Physician Community
Doctors are notorious for keeping financial concerns to themselves — years of maintaining appearances make it hard to ask questions openly, even among peers. That's exactly why this community matters. When you hear another physician ask a question in a live session, more often than not, it's a question you've had too, but were hesitant to ask yourself.
This is a community we're building together, and it gets stronger and more valuable over time as more physicians join the conversation.
