$399.00 one-time fee for lifetime access.

Subscribe to our email list.

I have read and agree to the terms and conditions of this page as follows:

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 - 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. We do not issue any other refunds.

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 $399.

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.

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.

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