Thinking about retirement?
That's You.

Planning for a successful retirement?
That's NestEgg U.

Learn + Act = Earn

The easiest equation you learned? 1 + 1 = 2. The easiest question we will ask you here? Do you want to retire?

We'll guess you answered "Yes" (or why would you still be reading). If you want to retire, you have to “Learn” (our curriculum) and then “Act” (create your bucket). If you do those, you have a chance at “Earn-ing” yourself a successful retirement outcome. What defines a successful retirement outcome? In basic terms, it is having enough money to do what you want in your retirement years.

SPender, SAver, INvestor, PLanner

Our education model - (think Freshman through Senior) - provides you with the information you need in each of the specific areas to help you have a successful retirement outcome. It's a year by year process to build and prepare. We'll help you go from Spender to Saver to Investor to Planner. Each section of our education model can help you make an informed decision. Knowledge is great but retirement success requires you to execute your plan.

Our NestEgg U curriculum will allow you to Learn, but it is up to you to ACT. Enroll in your plan, save an amount that will meet your needs, and continue to plan for a successful retirement.

Your Success

Is a successful retirement outcome measured only by the amount of money saved? We don't think so. At NestEgg U, we measure success not just by your account balance, but by how your savings match the reality of your retirement dreams. Our NestEgg U retirement bucket gives you the opportunity to grade your progress on your road to retirement. $1 million saved might represent a lifetime of income to some, but only income for a few years to others. It all depends on your dreams and plans for retirement.

The Bucket

Your retirement bucket has 3 parts: an outside, an inside, and a handle.

The outside of your bucket is where you visualize your retirement. What are your plans? Your dreams? Is it travel? Grandkids? Hobbies? If so, then add them to the outside. You're painting your picture of retirement.

As you add items to the outside, a corresponding amount of income needs to be added to the inside. You may have many sources of income at retirement, but for most, a workplace retirement plan probably is the biggest source. Get money in your bucket by becoming a wise spender and a good saver. Then grow and protect the money in your bucket through proper investing.

The handle means that your bucket is your responsibility. The most important part of Learn + Act = Earn is ACT. You carry your bucket and you act to make sure the income on the inside accomplishes the dreams and desires on the outside. Your bucket helps measure your progress and assists you in achieving the outcome you desire.

Get Started

A Note From The Dean Dean

Success in any endeavor is a product of the choices you make and the obstacles you face every day. Sometimes it is difficult to take a realistic look at where you are right now and make decisions that will produce positive results. Reaching the next step and making real progress may take some guidance. That’s where NestEgg U fits in. I encourage you to use us as a trusted resource.

Learn + Act = Earn

Each section of our education model contains information that will help you make an informed decision. Knowledge is great but retirement success requires you to execute your plan. Thus we have Learn + Act = Earn. Our NestEgg U curriculum will allow you to Learn, but it is up to you to ACT. Enroll in your plan, save an amount that will meet your needs, and continue to plan for a successful retirement.

In our industry, phrases like "successful participant outcomes" and "retirement readiness" are used often. At NestEgg U, our staff of educators is committed to being the resource you need to succeed, no matter how you word it. Successful retirements for our "students" is not just an idea, it's our job.

There are no guarantees in life. However, if you spend well, save well, invest well, and plan well, you will have a great opportunity to create the successful retirement outcome you desire and deserve.

Participant success has been, and always will be, our sole focus at NestEgg U. We know it takes hard work and a helping hand to be successful. Our focus is simple - Wherever you are, NestEgg U is here.

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As always, U for You!
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