Take Control of Your Retirement Cash Flow
Take Control of Your Retirement Cash Flow
How to spend guilt-free without fear of draining your portfolio — no tedious tracking required.
📝 About This Event
Transitioning from a regular paycheck to living off your retirement savings is one of the biggest financial shifts you'll ever make — and almost nobody prepares you for how uncertain it can feel.
— Maybe you're a few years out and dreading the guesswork.
— Maybe you're already retired, the numbers look fine on paper, and you still hesitate before booking a trip or writing a check.
— Maybe every furnace repair, family wedding, or home project feels like it throws you off track, and you keep finding yourself calling your advisor for "just a little more."
— Or maybe you just don't want to track every dollar the way you might have decades ago — you want a system you can actually stick to, not another spreadsheet to keep up with.
Whichever one sounds like you, this is what the next 60 minutes is for.
In this free, interactive workshop, CPA & Financial Coach Michelle Kopp will walk you through the exact framework to turn a portfolio distribution into a predictable monthly rhythm — so spending it finally feels as automatic as a paycheck once did.
💡 By the end, you'll know how to:
🪣 Stop guessing and start knowing — separate your fixed bills, everyday spending, and irregular expenses so you always know exactly where you stand, without tracking every receipt
💳 Handle surprise expenses without panic — home repairs, travel, healthcare, or a big family event won't force you to sell investments at the wrong time or make an unplanned withdrawal
🎯Actually enjoy the money you worked for — spend with real confidence instead of quiet anxiety, even on the months that don't look like every other month
👥 Who this is for:
Pre-retirees (1-5 years out) who want a stress-free plan before they start drawing down
Retirees who are financially fine on paper but still feel uneasy spending
Anyone tired of feeling like every unexpected expense throws the whole plan off
Can't make it live? Register anyway — everyone gets lifetime access to the full recording and workshop materials.
Know someone navigating this same transition — a family member or friend? Feel free to forward this along!
👉 Reserve your free spot and take control of your retirement cash flow!