$297.00 USD

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Terms and Conditions

Before you enroll, please take a moment to review these terms and conditions. By purchasing and participating in this course, you agree to abide by the policies outlined below.

Course Access AND Software Access is upon successful enrollment, you'll gain immediate access to the course materials, including video lessons, downloadable resources, and a private community forum. Your access is valid for the lifetime of the course. However, I reserve the right to remove, modify or update any content as needed.

Course Usage

This course is for your personal use only. You cannot share access, materials, or content with any other individuals. Screen recording, downloading, redistributing or reselling any portion of the course is strictly prohibited. Please respect the intellectual property rights involved.

No Guarantees

While the course content is highly actionable, I cannot guarantee any specific results. Your progress depends on your consistent effort, dedication, and ability to implement the strategies taught. There are no "get rich quick" promises here.

Refund Policy - I do not offer refunds. The reason for the affordability is to ensure you can begin optimizing without significant effort from my team to go back and forth processing refunds. If you have significant concerns and go through the entire course and aren't satisfied, just email me the reason and I'll shoot you a reply.

Changes to Terms

I reserve the right to update or modify these terms at any time. Your continued participation in the course after any revisions constitutes acceptance of the new terms.

By enrolling, you affirm that you have read, understood, and agreed to all the above terms and conditions. I'm excited to have you in the academy!

This course and the tools are meant for educational purposes only and this is not specific financial advice nor recommendations for your specific financial strategy. We recommend working with an advisor directly if you want specific guidance.

There is a one-time cost of $297 and an option to pay $30/year for annual access (first year included).

Example:

If you purchase Early Retirement Academy on or after September 1st, 2025, you will be charged $297 with immediate access to all. You will have the choice to pay $30/year to continue software access on January 1st, 2027.

If you purchased prior to September 1st, 2025, you will have the option to continue your software access for $30/year starting January 1st, 2026.

As many of you are aware, the software you have access to is the same financial planning software we use for our clients at Root. Under our arrangement with the software provider, we paid a fixed fee and were able to offer you access to this software under that arrangement.

As of September 1st, 2025, the software provider is implementing a new annual cost to Root for each user profile on the platform.

To ensure we can continue to provide you access, we’ll need to introduce a $30/year maintenance fee for all users.

We are covering the cost for all existing academy members until January 1st, 2026.

There is NO SUPPORT PROVIDED BY THE SOFTWARE COMPANY RIGHTCAPITAL for this course.

Confirming your subscription acknowledges this!

Early Retirement Academy

Build your own financial plan and run what-if scenarios with the same software you see on YouTube for $297.

When you join today, you’ll get immediate access to:

Professional Planning Software – The software I use with my clients and in my videos.
Investment Framework – Learn the investment philosophy I apply with clients to help protect portfolios and grow future income.
Tax Reduction Strategies – Step-by-step lessons on Roth conversions, tax-gain harvesting, and more to help you keep more of your savings.
Retirement Readiness Roadmap – Assess your current path, discover how long until work becomes optional, and identify the steps to get there.
Time-Saving Resources – Access curated checklists, flowcharts, and referrals to simplify your financial life.
Smart Calculators – Optimize for healthcare costs, taxes, spending, and other key financial decisions.

Software Access Details

As of September 1, 2025, the software provider has introduced an annual fee for each user profile.

Purchases on or after September 1, 2025: $297 today for full course + software access. Ongoing access available for $30/year starting January 1, 2027.
Purchases before September 1, 2025: Option to continue software access for $30/year starting January 1, 2026.

What to Expect After Purchase

1. Course Access + Resources – Includes your video lessons, checklists, flowcharts, and calculators to begin optimizing immediately.
2. Software Access + Client Portal – Contains your login details and the link to create your client portal so you can start using the same planning tool I use with clients.

Important Disclaimer

This course and its tools are for educational purposes only. No specific financial advice or recommendations are provided for your unique situation. Neither RightCapital nor Root Financial provides direct guidance or support to customers. For personalized financial strategies, we recommend working with a qualified advisor.