Do it yourself
Learn first
Tools and education if you want to build your own retirement paycheck, or get oriented before a call.
YouTube
Design Your Retirement Paycheck
Plain-English videos on retirement income, withdrawal order, Roth conversions, taxes in retirement, and the planning software people actually use. New videos regularly.
Watch on YouTube SkoolRetire. community and course
A 40-lesson course, worksheets, and calculators, plus a community of people working through the same decisions. Ask questions, compare notes, and build the plan at your pace.
Join RetireRetire. is the learn-first, do-it-yourself door. If you want the plan designed and run for you, book a conversation instead.
Start here
Three videos that cover the questions most people bring to a first conversation.
- Are you paying 1% for a plan you’re not getting?Who is actually running the paycheck when you already have an advisor.
- The Roth conversion corridorWhy the years between retirement and required minimum distributions deserve a closer look.
- Boldin PlannerPlus setup walkthroughA start-to-finish setup of the DIY retirement planning software.
Want it handled instead?
A short call will tell us whether having me run the paycheck for you is a fit.