Retirement Money Mastery: Take Full Control of Your Finances After Work
A practical, jargon-free course that teaches retirees and near-retirees how to budget, invest, and protect their wealth — so their money lasts as long as they do.
Perfect for: Retirees and pre-retirees (ages 55–75) who want to confidently manage their own finances, reduce financial anxiety, and make their savings last throughout retirement without relying entirely on a financial advisor.
Retirement is one of life's biggest milestones — but nobody hands you a financial playbook when you clock out for the last time. Suddenly, the steady paycheck is gone, and you're responsible for turning decades of savings into a reliable, lasting income stream. That's a fundamentally different skill set than earning and saving, and most people enter retirement without it.
Retirement Money Mastery is a step-by-step course built specifically for people who are retired or within five years of retiring. You'll learn how to create a monthly budget that actually works on a fixed income, how to draw down your accounts in the right order to minimize taxes, how to protect yourself from the risks that blindside retirees (inflation, healthcare costs, scams), and how to make confident decisions about Social Security, Medicare, and estate planning — without needing to hand everything over to a financial advisor.
Every lesson is grounded in real numbers and real scenarios. You won't find vague advice like "diversify your portfolio" here. Instead, you'll build your own personalized retirement income plan, run your own withdrawal simulations, and leave each module with a concrete action you can take that week. Whether you have $200,000 saved or $2 million, the principles in this course apply — and the mistakes they prevent are the same.
By the end, you'll have a written retirement financial plan, a clear investment strategy for your stage of life, and the confidence to have informed conversations with any financial professional you choose to work with. This is financial independence — for the rest of your life.
What you'll be able to do
- Build a realistic monthly retirement budget that accounts for fixed and variable expenses, inflation, and unexpected costs
- Design a sustainable withdrawal strategy from Social Security, pensions, 401(k)s, IRAs, and taxable accounts in the most tax-efficient order
- Understand and apply the 4% rule and other withdrawal rate frameworks to determine how long your money will last
- Choose low-cost investment allocations appropriate for your age, risk tolerance, and retirement timeline
- Identify and protect yourself from the top financial risks in retirement: inflation, sequence-of-returns risk, healthcare costs, and elder fraud
- Navigate Medicare, supplemental insurance, and long-term care insurance decisions with confidence
- Create or review a basic estate plan including wills, beneficiary designations, and powers of attorney
- Have productive, informed conversations with financial advisors, CPAs, and estate attorneys
Curriculum
6 modules · 19 lessons
Your teacher
Sambandam
Hi, I'm so glad you're here. I spent years watching people I care about enter retirement excited — and then quietly terrified as they realized nobody had ever taught them how to actually *spend* and *manage* their money over a 20- or 30-year retirement. The rules really do change the moment the paychecks stop, and I built this course to give you the clear, honest, actionable guidance I wish everyone had access to from day one of retirement. I'm not here to sell you products or manage your money — I'm here to make sure you understand yours. Let's build your plan together.
FAQ
Ready to start your journey?
Join get instant access — learn at your own pace with an AI coach in your corner.