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FoundationsRetirement

Retirement Planning

Set a target number, choose a withdrawal rate you can defend, and stress-test the plan against inflation and poor early returns.

13 lessons4h 36m3 modules

What the course covers

Module 1Finding your number4 lessons · 1h 21m

The target, honestly stated in the money of the year you retire.

  • 1Why today's dollars mislead youFree preview17m
  • 2Working out what you actually spend21m
  • 3Choosing a withdrawal rate you can defend24m
  • 4Setting the target nest egg19m
Module 2Getting there4 lessons · 1h 25m

Contributions, returns, and the compounding crossover.

  • 1Contribution rate versus return rate22m
  • 2Where growth overtakes saving18m
  • 3Account types and order of contribution25m
  • 4Closing a gap without gambling20m
Module 3The risks that matter5 lessons · 1h 50m

Sequence-of-returns risk, inflation, and longevity — the three that actually break plans.

  • 1Why a bad first decade is different26m
  • 2Inflation over thirty years21m
  • 3Living longer than the plan18m
  • 4Stress-testing your own assumptions23m
  • 5Drawing down without panic22m
Retirement Planning · Everything Money