Build Your Financial House
A comprehensive retirement class designed to help you coordinate income, investments, and legacy planning with confidence.
In this mini-course, you’ll learn:
Left Wall: Income Planning
Social Security, pensions, and withdrawal strategies that turn savings into sustainable income.
Right Wall: Legacy & Estate Planning
Coordinating beneficiaries and documents so more reaches the people and causes you care about.
Roof: Healthcare & Protection
Medicare, supplemental coverage, and long-term care strategies to help protect your plan.
Pulling It All Together
How the pieces fit: action steps, checklists, and what to review annually.
Your free guide doubles as the workbook for this class. Enter your email below and I’ll send it now.
Next steps
- Watch Modules 1–2 above to see the framework in action.
- Get the workbook & unlock Modules 3–6 (income, legacy, healthcare, and pulling it all together) — use the form below.
- Optional: If you’d like a quick, no-obligation check-in, you can pick a time at the bottom of this page.
Send me the workbook & unlock the rest
Enter your email to get the workbook now and early access to Modules 3–6.
Want to talk through your retirement questions?
Sometimes it helps to walk through your situation with a real person instead of just watching videos. If you’d like, grab a quick 15–30 minute spot with me below. No pressure, no sales pitch — just clarity on your next steps.
Educational content only — not individualized investment, tax, or legal advice. Northern Kentucky / Cincinnati retirees welcome.