Free Course
Retirement Transition Blueprint
Your complete roadmap from paycheck to dividend income. Navigate the 5-year glide path with confidence.
5
Modules
45
Minutes
Free
Forever
Your Transition Timeline
5+ Years Out
Assessing Your Starting Point (5+ Years Out)
3-5 Years Out
Building the Income Base (3-5 Years Out)
1-3 Years Out
The Glide Path (1-3 Years Out)
0-1 Year Out
Making the Switch (0-1 Year Out)
Retired
Living Off Dividends (Retired)
1
5+ Years Out
Assessing Your Starting Point (5+ Years Out)
Calculate your income gap, inventory accounts, and determine if you're on track for retirement.
Start
2
3-5 Years Out
Building the Income Base (3-5 Years Out)
Strategic rebalancing from growth to income. Tier allocation and tax-loss harvesting.
3
1-3 Years Out
The Glide Path (1-3 Years Out)
Gradual shift from aggressive to conservative. Social Security timing and healthcare planning.
4
0-1 Year Out
Making the Switch (0-1 Year Out)
Final portfolio adjustments, withdrawal strategy, and pre-retirement checklist.
5
Retired
Living Off Dividends (Retired)
Monthly income management, rebalancing in retirement, and legacy planning.
Who This Course Is For
Pre-Retirees (50-62) - Transitioning from accumulation to income generation.
Portfolio $250K+ - Have meaningful assets to transition into income.
Income Focus - Want to live off dividends, not principal drawdown.
Risk Aware - Understand that preservation matters more than growth now.
Key Concepts Covered
Glide Path Strategy
Gradual shift from growth to income
Sequence Risk
Why early losses are devastating
Tier Allocation
Building a defensive income base
Social Security Timing
Optimizing claim age
Healthcare Bridge
ACA coverage until Medicare
Tax Optimization
Account placement and withdrawal order