Build Enduring Wealth for Retirement Course
Episode 1
Why plan for retirement?
The first step to building enduring wealth is recognizing that retirement planning is about far more than accumulating money.
Start a ConversationWatch Episode 1
Why Plan for Retirement?
Watch Marco introduce the WealthBuilder™ Framework and the connected decisions that shape retirement.
Episode 1 Companion Workbook
Turn today’s lesson into action.
The Episode 1 WealthBuilder Workbook includes guided reflection questions, retirement planning exercises, a framework worksheet, lifestyle planning pages, action checklists, and space for your goals and notes.
Use it alongside Episode 1 to turn the concepts into a personal action plan.
The Lesson
Prepare for a transition, not just a finish line.
Most people spend decades saving for retirement and very little time planning for it. In this opening lesson, Marco Lima, CFP® introduces the WealthBuilder™ Framework, a practical way to make smarter decisions with greater confidence.
The lesson lays the groundwork for the series by connecting longevity, inflation, retirement income, investment risk, and lifestyle into one financial picture.
In This Episode
Build a clearer way to think about retirement.
- Why retirement planning is more than an investment portfolio
- The retirement planning blind spot many people overlook
- How longevity can reshape financial risk
- The WealthBuilder™ Framework for better decisions
- How income, inflation, investments, and lifestyle work together
- Four practical steps to improve your retirement planning
Featured Topics
The Financial Blind Spot
Every Financial Decision Is Connected
The WealthBuilder™ Framework
From Concept to Strategy
A Practical Retirement Scenario
Action Checklist
Key Takeaways
The Full Course
Your 9-episode retirement roadmap.
Follow the complete Build Enduring Wealth for Retirement series, one connected decision at a time.
Next Episode
Where do you stand?
Episode 2 helps you evaluate net worth, assets, liabilities, cash reserves, and your broader financial readiness.
Watch Episode 2 →Continue the Conversation