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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~2 hoursFree
Start guideWhat you'll learn
- Calculate your FI number and years to financial independence
- Stack tax-advantaged accounts in the order that fits early retirement
- Bridge the gap between early retirement and 59½ without penalties
- Solve the healthcare gap between your last day of work and Medicare
- Build a withdrawal strategy that survives a 40-year retirement
Curriculum
Step-by-step lessons. Complete the quiz at the end to test your knowledge.
What Early Retirement Really Takes
Lesson 1 · 10 min
Calculate Your Financial Independence Number
Lesson 2 · 14 min
The Savings Rate Lever
Lesson 3 · 12 min
Account Stack: Order of Operations for FIRE
Lesson 4 · 14 min
Portfolio for a 40-Year Retirement
Lesson 5 · 13 min
Bridging the Gap Before 59½
Lesson 6 · 14 min
The Healthcare Gap: ACA to Medicare
Lesson 7 · 13 min
Sequence of Returns and Withdrawal Strategy
Lesson 8 · 12 min
FIRE Variants and Common Mistakes
Lesson 9 · 13 min
Take the exam
Final quiz