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

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.

Testimonials: