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Guides to help you plan for retirement and make smarter financial decisions.

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Early Retirement Planning

A step-by-step roadmap from "I want out" to "I have a plan"

Free course on building your early retirement plan: FI number, savings rate, account stack, bridge strategies, healthcare gap, and withdrawal plan.

9 lessons~2hFree

Lessons in this guide

  1. 1.What Early Retirement Really Takes
  2. 2.Calculate Your Financial Independence Number
  3. 3.The Savings Rate Lever
  4. 4.Account Stack: Order of Operations for FIRE
  5. 5.Portfolio for a 40-Year Retirement
  6. 6.Bridging the Gap Before 59½
  7. 7.The Healthcare Gap: ACA to Medicare
  8. 8.Sequence of Returns and Withdrawal Strategy
  9. 9.FIRE Variants and Common Mistakes
  10. ✓Final quiz
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Investing for Beginners

Fast, practical lessons on investing with confidence

Free course on how to invest wisely. What to invest in, how to choose a broker, IRA vs 401(k), stocks, bonds, ETFs, portfolio building, and taxes.

9 lessons~2hFree

Lessons in this guide

  1. 1.How and What to Invest in on the Stock Market
  2. 2.How to Choose a Broker
  3. 3.IRA, Roth IRA, and 401(k): Tax-Advantaged Accounts
  4. 4.What Are Bonds?
  5. 5.What Are Stocks? How to Buy and Grow Your Money
  6. 6.How ETFs Work
  7. 7.How to Build an Investment Portfolio and Minimize Risk
  8. 8.How to Pay Taxes on Investment Income
  9. 9.How to Invest Systematically and Minimize Risk
  10. ✓Final quiz
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