6 Retirement Upgrades
Plan, Invest, Retire Happy
Build your Retirement Plan with Loop
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 membership costs $470/year (your price will never change!)
Click here to join
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.
Click here to join
About Mike Heroux
Founder of Retirement Loop and DSR
Hello! I’m a passionate investor and founder of Dividend Stocks Rock (DSR) and Retirement Loop. I earned my bachelor's degree in finance & marketing, own an MBA in financial services, and worked as a financial planner with a CFP title for 10 years. I'm passionate about traveling and I’m also happily married with three amazing children. I started my online venture to help people like you investing with conviction so they can retire happily.