Retirement Made Simple

Taught by Katelyn Magnuson

The materials and trainings provided in this course will give you a solid understanding of retirement accounts, planning, and what money moves to make for your wealthier future self!

Register NOW!

with Katelyn Magnuson

The materials and trainings provided in this course will give you a solid understanding of retirement accounts, planning, and what money moves to make for your wealthier future self!

Register NOW!

If thinking about retirement has you:

Rolling your eyes

Ducking for cover

Instantly sweating with anxiety

Not caring because “you have time”

Continually putting it off, but knowing it’s something you should be doing

Not only do I cover the ins and outs of retirement accounts in an easy to understand way, but I also walk you through how to setup accounts in just a few minutes, and what those accounts mean for your financial future. Retirement isn’t something you need to stress over (unless you’re not doing anything to prepare), so stop putting it off, and set your future self up to be even more of a baller!

What is retirement
- What’s a Qualified Retirement Account
- Pre-Tax vs Post Tax
- Tax benefits and savings
- Why you need your own account

Retirement basics
- Self employed retirement basics
- Retirement options for employees

How to open accounts
- Types of investments - and how you can invest with ethical companies you LOVE!
- Risk level - what it means
- Robo investors vs DIY vs Fiduciaries/Financial Advisors
Creating your financial future
- Non-retirement contributions
- Investing
- Making a retirement plan that fits YOUR lifestyle
Financial Independence, Retire Early (FIRE)
- What the FIRE movement is
- What does financial independence mean to YOU
- How you can make your own FIRE plan

Sign Me Up!

The best time to start saving for retirement is 5 years ago. The next best time is today, and here’s why:

If you wait to start investing until you’re 30, invested $5,000 and contributed $100/month for 35 years and retired at 65, you’d have $310,851.00. (Total amount invested: $47,000)

If you’re 25 and invested 5,000 now, and contributed $100/month to retirement for the next 40 years and retired at 65, you’d have somewhere around $470,467.71. (Total amount invested: $53,000)

Even crazier - if you’re 20, invested $5,000 and contributed $100/month for 45 years and retired at 65, you’d have around $708,271.99!! (Total amount invested: $59,000)

If you’re now wallowing in a self-loathing pit of despair, and wondering why the eff I decided to throw this at you now, stop stressing I've got you! Does this mean you may need to contribute more? Yep. Does it mean you may want to choose riskier investments? Yes. It also means you probably need to raise your prices, go for the raise, leave the dead-end job for a higher paying one.

The best ways to play catch up are to start contributing today! If you’re ready to take action and contribute to your retirement sign up for Retirement Made Simple!

Claim Your Spot Now!

Frequently Asked Questions

How long do I have access to the training materials?

You'll have access to everything inside the course as soon as you enroll, and you’ll also receive all updated materials for the lifetime of the course!

When does the course start and finish?

You can start the first module as soon as you join and take as little or long as you want to work through the material. It’s completely a self-paced online course - you decide when you start and when you finish. Although most of the course topics flow together, you can skip around to learn more about topics you need most in your business!

Do I get support or 1-on-1 access to you for when I have questions or get stuck?

Because this is a Self-Study course, 1:1 access isn’t provided as a part of this program, but you have the option for ongoing support by signing up for my private FB Group Get Your Money Mastered, booking a 1:1 call with me, or enrolling in the Get Your Finance Shit Together Mastermind when it opens up!

Do I have to go in order?

All of the modules are stand-alone, so you can hop around and access the content you need right when you need it (Helloooo, tax deadlines!), and come back to the other modules later when you have time

I AM READY!!!

Hi! I’m Katelyn Magnuson, founder and CEO of The Freelance CFO, LLC, believes we’re all capable of reaching long-term financial goals without having to skip your daily latte. In November of 2017, she took her decade of experience as a tax analyst and controller and launched what is now known as The Freelance CFO, with the goal of helping millennials (and beyond) master their money knowledge and grow their financial freedom. Through her training, social media presence, and sought-after one-on-one coaching, she empowers individuals and small businesses alike to utilize personal money management to “create the life of their dreams with businesses that not only support their goals and generate profit, but are also fun.” She believes releasing financial shame and frustration is the first step towards a lifetime of success. When she’s not keeping in touch with her bookkeeping clients, or being featured on OppsLoan, Thrive Global, Betches, and countless other podcasts, she enjoys planning spontaneous trips to Iceland and hanging out with her chickens. Her greatest weakness are her T-rex thumbs as she constantly drops things.