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Membership To Your Retirement Education Resource Portal

All of the educational resources you need to quickly learn about key retirement issues.  Register (it’s free) and log in anytime to access videos, webinars, tutorials, eBooks and other materials designed to teach you about your benefits, retirement plans, Medicare, Social Security and more.

Video Courses

5-minute videos to learn retirement essentials… fast!

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Webinars

Learn on your schedule with live and recorded webinars

Up Coming Topics
Workshops

Four Cornerstone classes to build a solid retirement

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Video Blog

Timely topics explained by video

Video Library
eBooks

Download from our free eBook Library

Library
Free Analysis

Personalized written analysis of your retirement outlook

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Personal Coach

PERSONAL ONE-ON-ONE PROFESSIONAL FINANCIAL ASSISTANCE

your coach

This is your portal to the knowledge you need to make informed decisions about your retirement future. It’s easy. Register your free membership to get your password. Logon anytime you want to access videos, webinars and other educational content.

Video Courses

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VIDEO COURSES

FREE multi-lesson video courses on key retirement topics.

Retirement Step-By-Step Video Course

Lesson 01: Finding The Perfect Investment

Looking for smooth sailing?

You can’t guarantee that retirement will be smooth sailing, but with the right knowledge you can be better prepared to weather the challenges.

 

Lesson 2

This lesson focuses on how to be tax wise during retirement by becoming better tax diversified.

Lesson 3

Learn how to transfer savings from employer provided 401k or other retirement plans with an IRA rollover.

Lesson 4

Being tax wise during retirement requires understanding how Social Security benefits are taxed.

Lesson 5

Watch a brief case study illustrating how annuities add greater certainty to retirement income.

Lesson 6

Indexed annuities can help grow savings when markets are up, while protecting against market losses.

View all six videos in this Retirement Step-by-Step course.

Supersizing Social Security Video Course

Lesson 01: Top 5 Considerations for Supersizing Benefits

Maximizing Social Security

Is it time for Social Security? Well, why not have it supersized? This library of educational videos is devoted to helping you to maximize all that you’ve got coming from your Social Security.

Lesson 2

Learn the importance of your full retirement age and why it may not be the best age to start collecting benefits

Lesson 3

The way benefits are taxed can come as a surprise. Learn more about the Social Security tax torpedo.

Lesson 4

The focus of this lesson is on maximizing the spousal benefits available to many married couples.

Lesson 5

Divorced spouses may be eligible to claim benefits based on an ex-spouse’s Social Security record.

Lesson 6

The age you start collecting retirement benefits can have a large impact on the amount of any survivor benefits.

Lesson 7

In this lesson we will focus on the earnings test and how benefits can be impacted by continued employment.

Lesson 8

Some public sector employees face possible reductions in benefits due to WEP and GPO provisions.

Lesson 9

In this lesson we will provide instructions for obtaining your benefit statement online from the Social Security website.

View all nine videos in this Supersizing Social Security course.

Get Started! It’s Free!

Medicare Made Easy Video Course

Lesson 01: Deciding Between Your Two Medicare Paths

It’s game time.

Ready? Because this video course is purely educational and is designed to walk you through Medicare step-by-step and get you over the finish line. Best of all, it’s 100% FREE. No catch, no gimmick, no product pitch and no pressure.

Lesson 2

Three life events determine when you can enroll in Medicare without lifetime penalties. Learn which might be the best for you.

Lesson 3

There are six gaps in what Medicare covers. Learn about supplemental plans that can help you reduce your out-of-pocket health care expenses.

Lesson 4

Budgeting for future health care is important when planning your retirement. In this lesson you’ll learn about Medicare related expenses.

Lesson 5

Drug coverage is a key to comprehensive health care. Learn about the two basic ways to help pay for your medications.

Lesson 6

Advantage plans are another health care option. Many offer additional benefits and charge no premiums, but do have other restrictions.

View all six videos in this Medicare Made Easy course.

webinars

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WEBINARS

Webinars are a convenient way to gain insights into issues and strategies that can impact retirement. Live webinars provide the opportunity to get your questions answered. Recorded webinars allow you to learn on your own schedule.
CALENDAR: Upcoming live webinars

Check out upcoming topics, dates and times.

Calendar
RECORDED. Harvesting Retirement Plans Webinar

Topics: How to protect against market fluctuations | How to protect against inflation | How to protect against outliving your savings | Using IRA rollovers to continue tax deferral | How to protect against long term care expenses

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RECORDED. Tax Wise Retirement Webinar

Topics: Uncle Sam’s Share of Your Retirement Accounts | Reduce or Eliminate Social Security Taxation | Roth Conversion Strategies | Tax Free Cash Flow | How to be Tax Wise in Retirement

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RECORDED. Supersizing Social Security Webinar

Topics: Retirement Benefits | Benefits for Spouses | Divorced Spouse Benefits | Benefits for Surviving Spouses | Taxation of Benefits

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RECORDED. Medicare Made Easy Webinar

Topics: Enrollment Rules | Medicare Parts A-B-C-D | Medicare Advantage Plans | Prescription Drug Plans | Avoiding the “Donut-Hole”

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Workshops

Workshops.

Cornerstone Retirement Education Course

Attend at a library, college or other location near you.

There are four cornerstones at the foundation of a secure retirement. You must make the right decisions when it comes to taking distributions from  your retirement plans,  you must select the Social Security and Medicare options that best fit your needs and circumstances, and you must be tax-wise in retirement.  Attend this FREE series and learn them all!

FREE – Four separate Cornerstone classes to help you build a solid retirement.

Cornerstone

Properly Harvesting Retirement Plans

MANAGING IRA, 401K, TSP AND OTHER
DO-IT-YOURSELF RETIREMENT PLANS

Topics covered in this workshop:

  • Income and Market Fluctuations

  • Boosting After-Tax Spendable Income

  • Boosting After-Tax Spendable Income

  • The Social Security, IRA / 401k Plan Connection

  • The Single Biggest Retirement Mistake

Cornerstone

Enjoying A Tax Wise Retirement

BEING “TAX-WISE” IN RETIREMENT
MIGHT MEAN MORE SPENDABLE INCOME

Topics covered in this workshop:

  • Taxable Retirement Plans

  • Roth Conversion Strategies

  • Social Security’s Tax Torpedo

  • Increased Cost of Medicare

  • The Single Biggest Mistake!

Cornerstone

Supersize Social Security

IF THERE WAS A WAY TO SIGNIFICANTLY INCREASE YOUR LIFETIME BENEFITS… WHEN WOULD YOU WANT TO KNOW ABOUT IT?

Topics covered in this workshop:

  • Retirement Benefits

  • Benefits for Spouses

  • Divorced Spouse Benefits

  • Benefits for Surviving Spouses

  • Taxation of Benefits

Cornerstone

Mastering Medicare

GETTING ALL THAT’S YOURS FROM MEDICARE

Topics covered in this workshop:

  • Enrollment Rules

  • Medicare Parts A & B

  • Medigap / Medicare Supplements

  • Part D Prescription Drug Plans

  • The Biggest Mistake!

Video Blog

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VIDEO BLOG

Every few weeks educational videos are posted that address key retirement issues and strategies. By subscribing (FREE) to this video blog, these videos will appear directly in your email inbox.

Recently Added Videos

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eBooks

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eBOOK LIBRARY

LEARN THE RIGHT WAY TO GO TAX FREE WITH ROTH IRA CONVERSIONS

Download this free 20-page eBook to learn how converting to a tax free Roth IRA might benefit you.

LEARN HOW TO BE TAX-WISE ABOUT RETIREMENT INCOME

It’s not how much income you have, but how much you have left to spend. Download this free 24-page eBook to learn how to be tax wise in retirement.

Coming Soon!

SUPERSIZING SOCIAL SECURITY

As much as 80 percent of benefits can be subject to tax. Learn how these taxes work and possible ways to reduce them.

Coming Soon!

Analysis

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PERSONALIZED ANALYSIS

FREE Personalized Retirement Analysis

This written report will analyze where you are and what you must do to achieve retirement success!

  •  Find out how long will your savings last?

  • See how your Social Security choices impact your savings

  • Learn how inflation might impact your future security

FREE Personalized Medicare Supplement Plan Comparison

No need to call dozens of companies because this written report will provide prices for most plans available in your specific zip code.

  • Easily compare the top 30+ carriers to get the best rate

  • Quotes, rate histories, and financial ratings for each carrier

  • Side-by-side comparisons all in one report

FREE Personalized Social Security Supersized Analysis

When should I take Social Security to maximize my benefits? – You’ll find the answer in this personalized report!

  • Find the best strategy to maximize lifetime benefits

  • Step-by-Step filing instructions

  • Making correct decisions can mean tens of thousands in extra retirement dollars

Coaching

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PERSONAL COACHING

Doug Warren
Warren Financial Group

Doug Warren is the founder of Warren Advisory Group, LLC. As an investment advisor, Doug has helped retirees for over 45 years with issues such as Social Security, Medicare, insurance, long-term care planning, financial services and many other areas.

In 1972 he started his financial career with Aetna Life and Casualty and later became the financial services representative in Azusa, CA branch of US Life Savings and Loan. Always looking for ways to help the client, Doug realized that institutions were limited in the personal assistance that they could offer families. Believing that the client and their family should come first, he decided to go on his own in order to give the proper help and guidance that many families needed in determining their retirement goals.

As an investment advisor, Doug’s primary focus is to help clients with what he considers are the four pillars of retirement; Social Security, retirement plans, Medicare and being tax wise.

Doug believes every individual should be well-informed about retirement options. He was asked to share his knowledge on the Arizona PBS produced television special, “Maximize Your Retirement Income: Including Secrets to Social Security”. And he was quoted in Tony Robbins bestselling book MONEY, Master the Game.

Doug holds California life and accident and health licenses (#0446483), holds a Series 65 license and is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)

Warren Advisory Group
Temecula, California
888/111-2222

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Get your questions answered and personal assistance, without obligation by phone, email or a face-to-face meeting.

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888 111-2222

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Schedule Meeting

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Contact.

LET’S TALK.

Get your questions answered and personal assistance, without obligation by phone, email or a face-to-face meeting.

Phone Us

888 111-2222

Email Us

Start Here

Schedule Meeting

Calendar