LEARNING PATH · INTERMEDIATE · ~4H
Path to Retirement
Plan a retirement number you can actually hit.
FOR
Earners with 5+ years of runway who want to optimize for retirement.
YOU'LL FINISH WITH
A target retirement number, the right accounts open, and a tax plan you'll actually use.
For people who already invest a little and want a real number to aim at. You'll set a target, choose the right accounts, automate contributions, and use year-end tax moves to keep more of what you make.
The path
- 1
How Much Do You Actually Need to Retire?
Why: Replace 'as much as I can' with a target number.
5 min · Beginner
Read step 1 - 2
The Roth IRA Playbook for Your 20s and 30s
Why: Get the tax-free compounding bucket working for decades.
5 min · Beginner
Read step 2 - 3
Index Funds Explained: Why Simple Beats Sophisticated
Why: Choose the low-cost engine that the math actually rewards.
5 min · Beginner
Read step 3 - 4
Tax Moves to Make Before December 31
Why: Squeeze the last legal dollars out of the calendar year.
6 min · Beginner
Read step 4