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Build Course Live: Building Your Foundation
Every retirement plan starts with a solid foundation. In this live session, we'll build the core of Mark and Susan's retirement plan by entering their assets, income sources, and spending goals into RightCapital. Along the way, I'll explain some of the nuances of entering information correctly so your plan produces meaningful results from the very beginning.
Live chat & questions
142 hereUpcoming calls
One live member call every month — plus the occasional bonus workshop.
Tax-Smart Withdrawals
The order to tap accounts, Roth conversions, and keeping more of every dollar.
Medicare, Ask Me Anything
Enrollment windows, IRMAA, and bridging the pre-65 gap — bring questions.
Market Risk & Inflation
Building a plan that holds up through downturns and rising costs.
Past call replays
Missed one? Every call is recorded and kept right here.
Your path forward starts here.
Join the Academy today and get the whole map — every stop, every lesson, lifetime access, and a 30-day guarantee.
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