Empower yourself to take control of your retirement and create a better future.
Simplify Your Retirement’s comprehensive personal finance course empowers people to prepare for a stable retirement income, while taking the complexity out of the process.
- 10 Hours of Video
- 16 Lessons
- FREE Simplify Your Retirement Book
- 24 Instruction Videos
- Access to Certified Coaches
- Complimentary Review Post Completion
- 24 Instruction Videos
- Complimentary Review Post Completion
- Access to Certified Coaches
- 10 Hours of Video
- 16 Lessons
- FREE Simplify Your Retirement Book
Interested in our live courses? Learn more here.
Would you rather have an in-person instructor?
Find a live course near you.
Taught by certified financial professionals across the nation, the Simplify Your Retirement comprehensive personal finance course empowers baby boomers to prepare for a stable retirement income, while taking the complexity out of the process.
- Equip yourself with the 3 bucket approach.
- Learn the 5 principles of financial peace of mind.
- Learn the top 10 risks for Retirees, & how to deal with them.
..and more! To find a course near you, visit our live course map finder to see what is available.
Simplify Your Retirement Online Course
Check out the Simplify Your Retirement Podcast with Stephen Stricklin!
We simplify retirement planning and break it down into three phases: Accumulation, Preservation, and Distribution. As a investor, you face unique risks in each of these phases, so we provide tailored guidance depending on which phase you’re in.
Subscribe to our free podcast and tune in to learn more!
For the investor who needs a plan
A Guide to Unlocking Financial Freedom with your Investments.
First Wisdom, Then Wealth! This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.
Simplify Your Retirement
Timeless Principles to Achieve Financial Peace
DESCRIPTION
- No investment decisions outside the context of the plan.
- The plan determines the products.
- Don’t let your portfolio take a HIT (health care, inflation, and taxes).
- Protect the income; grow the rest.
- Financial peace comes from having a plan.
AS FEATURED IN
