Time to optimize.

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.

Community Guidelines

The private community forum is a space for constructive discussion and mutual support among students. However, I have a zero-tolerance policy for any harassment, hate speech, spam, or illegal activities. Anyone violating these guidelines may have their access revoked without refund.

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. You will have access to the software as long as the software is in existence (RightCapital) and there are no refunds if the software company goes out of business (I don't anticipate this ever occurring from my conversations).

Confirming your subscription acknowledges this!

Early Retirement Academy

  • Access to the same software I use for my clients (and in my videos).
  • Investment recommendations to protect your portfolio and grow your future income. Learn the exact investment philosophy I use for clients.
  • Reduce taxes so you keep more of your hard-earned savings (i.e Roth Conversion, Tax-Gain Harvesting, etc.).
  • Understand where you are in relation to your early retirement and what you need to get there (how long until work is OPTIONAL).
  • My favorite resources to reduce hassle in your financial life (checklists, flowcharts, referrals, etc.).
  • Calculators to optimize healthcare costs, taxes, spending, etc.

Important:

  • You will receive TWO emails upon purchase (one for the videos so you have me as a personal guide and one for the software access - both are KEY).
  • You will receive one with helpful resources (checklists, flowcharts, calculators, etc.) to begin optimizing immediately.
  • You will receive another email with a link to sign up in order to use your client portal and software tool that I use for my clients and that you are probably itching to begin playing around with :)

The software is amazing at EVERYTHING, saves so much work from self-tracking in a spreadsheet. The peace of mind from seeing projections, priceless. Guidance for rebalancing, SUPER helpful. Love being able to see where goals intersect with budget/retirement funding for an enjoyable retirement. The videos are fantastic for all levels of knowledge and were helpful during set up and after. Can't thank Root enough for education, guidance and this software access"

Rebecca

This is a great option for people who are interested in being hands-on. I love the ease of playing with what-if scenarios, tweaking assumptions, and helping me visualize how all the moving parts come together. The tool is great and what makes this overall superb are the videos Ari supplements the tool with, providing context, tips and tricks, and the how and why behind all the knobs and levers. A fantastic combination - thank you!

Tee Earls

The Early Retirement Academy is exactly what I have been looking for as I contemplate an early retirement. While there is a lot of good content and resources out there for those taking the DIY approach to retirement planning, The Early Retirement Academy is next level! The retirement planning software is simply amazing, and really lets you get into the details and fine-tune your plan. Also, the tax analysis features are incredibly helpful. No more guess work on Roth conversion planning, the software lays out the when and how much for you!

Rick Hancock