You’re receiving this email because you’re one of just 100 people personally invited to beta test my new course, Social Security Simplified. If you’re reading this, it means I think you might be a good fit.
Why This Is “the Best Thing You Can Do for Your Social Security”
According to data from the University of Michigan’s Health and Retirement Study, 96% of people claim Social Security at the wrong time, leaving behind an average of $110,000 in income and $68,000 in retirement savings during their lifetime. Even today, most people still base their decision on what a family member, friend or coworker did—and that often leads to costly mistakes.
This course is designed to change that. I’ve taken a complex and intimidating topic and reorganized it to make it clear, actionable, and even fun—across 15 straightforward short modules.
Why You Were Chosen
You signed up for my Social Security Mini-Course from the footnote in my 2025 Quick Guide. That tells me you’re motivated—and I want to work with motivated people as I wrap up this project over the next few weeks.
What You’ll Get
As a Beta Tester, you’ll receive:
- Lifetime access to the final version of course and it’s future updates
- 90% off the retail price ($297 → $29.70)
- Free membership in the Retirement Ready Academy—a private group for people signing up for e course
- Free access to “Office Hours,” (i.e. Q and A) as they are offered.
Why It’s Not Free
At first, I considered just giving this course away to the beta group. But when something’s free, people tend to sign up and never follow through and I will be working with them personally and given time constraints I’ll need to cut it off at 10. I’m looking for 10 genuinely engaged testers—not window shoppers—so I’ve priced it at $29.70 to ensure real commitment, while still offering 90% off as a thank-you.
What I’m Asking From You
- Proceed through the course and workbook and complete a quick feedback survey
- Join me on a Zoom call for a quick hello at the beginning and a short video testimonial at the end
- Vote on the course title in a short survey
- Share input on future courses you think might be of interest to the student of this course
Time Commitment: Less than 5 hours total over a 2-week period, starting next week.
Who This Is For
To be a good fit, you should:
- Be the person whose earnings record will determine your Social Security benefit
- Be within 5 years of claiming, but not yet enrolled
What’s in It for You
By the end of the course, you’ll go from unsure to confident, knowing exactly when and why you are making the choices you are making to claim Social Security—with clarity, confidence, and peace of mind.
And you’ll get it for just 10% of the full price, about the administrative cost of onboarding a new customer.
If this sounds like a good fit, click below to reserve your spot as a Beta Tester:
👉 [Insert Link to Join]
Thanks so much,
Geoff Schmidt
Holy Schmidt!