The Retirement Planning Essentials course is designed to help you create a comprehensive retirement strategy regardless of your age or income level. Whether retirement is decades away or just around the corner, this course provides practical, actionable steps to secure your financial future and build the retirement lifestyle you desire.
This course is perfect for:
Certified Financial Planner & Retirement Specialist
Robert Wilson is a Certified Financial Planner (CFP®) with over 18 years of experience specializing in retirement planning. Before joining FinanceWise Academy, Robert worked as a retirement planning specialist at a major financial institution where he helped hundreds of clients prepare for and transition into retirement.
Robert's teaching approach combines technical expertise with practical wisdom, focusing on actionable strategies that work in the real world. He believes that retirement planning should be accessible to everyone regardless of their current financial situation or age.
He holds a Bachelor's in Finance from Boston College and a Master's in Financial Planning from the American College of Financial Services. Robert is a member of the Financial Planning Association and regularly contributes to retirement planning publications. He has been featured in Kiplinger's, Barron's, and on CNBC discussing retirement strategies for different generations.
At 54, I was panicking about retirement until I took this course. Robert's step-by-step approach to calculating my retirement needs and creating a catch-up strategy was exactly what I needed. The Social Security optimization section alone saved me tens of thousands in potential lost benefits. Wish I had found this course 20 years ago, but it's never too late to improve your plan!
I'm 32 and wanted to get serious about retirement planning. This course is perfect for younger people too - it shows exactly how starting early can make an enormous difference. The tax-efficient planning strategies and account selection guidance helped me completely revamp my approach. The spreadsheets and calculators are incredibly valuable tools I'll be using for decades.
I'm just one year away from retirement and was worried I'd missed crucial steps. Robert's module on creating withdrawal strategies was eye-opening - I had no idea about the optimal sequencing of accounts for tax efficiency. The healthcare planning section is also excellent. Highly recommend this course for anyone at any stage, but especially if you're getting close to retirement age.
