Retirement Learning Lab Featured Courses

Your Retirement Plan Checkup


Get complete clarity on your retirement plan in just 45 minutes.

Stop wondering if you're on track. This comprehensive checkup shows you exactly what's working, what needs fixing, and your personalized next steps.

7 focused video modules

Interactive quizzes and worksheets

Social Security and healthcare planning

90-day action plan

Lifetime access

$97 | Complete in 45 minutes





Plan, Pick & Profit


Confident 401(k) Investing Made Simple

Learn how to confidently invest in your work retirement plan in four short lessons. You'll master a simple framework to: 


Plan your retirement investment strategy

Judge risk and choose appropriate allocation

Select investments that match your goals

Put your retirement savings to work


Whether you're new to investing or managing your 401(k), 403(b), SEP, SIMPLE, or 457 plan, this course gives you clarity and confidence.

$297 | Four focused lessons



MEET YOUR INSTRUCTOR

Hey, I'm Van Richards.

I'm a Chartered Financial Consultant and Retirement Income Certified Professional (ChFC®, RICP®) with 30+ years managing retirement plans as a practicing fiduciary. I've learned what transforms anxiety into peace of mind: having a plan beats chaos.

As a fiduciary for employer retirement plans, I'm legally and ethically bound to put my clients' interests first. The strategies I teach aren't theory—they're the same frameworks I use with real clients managing millions in retirement assets every single day.

I share practical retirement strategies through:

- YouTube & LinkedIn

- Fortnightly Retirement Newsletter

- Podcast

- Online courses

My mission is simple: help you move from retirement insecurity to complete control—one practical step at a time.


Free Resources


Not Ready to Enroll?

Start Here.

Get valuable retirement guidance at no cost—then decide if a course is right for you.


📺 WATCH OR 👂LISTEN

Retirement Learning Lab YouTube Channel & Retirement Learning Lab Podcast

1,600+ YouTube subscribers and followers learning practical retirement strategies every week.

Recent topics:

- Social Security optimization strategies

- Tax-smart withdrawal sequencing

- Healthcare bridge planning for early retirees

- Real stories from 30 years managing plans


[Subscribe on YouTube →]

[Subscribe on Apple Podcast →]


📧 Fortnightly Retirement Newsletter

Get practical retirement guidance every two weeks

— no cost, no pressure.

Recent issue: "Do the Hard Stuff First"

Every other Tuesday, you'll get strategies you can use immediately—no jargon, no overwhelm.

[Subscribe Now →]

📄 Free Planning Guides

✓ Complete Social Security Planning Guide

✓ Medicare 2026 Survival Guide

[Follow the links to download now]

Common Questions


Q: Do I need to live in Texas to take your courses?

A: No! The online courses are available nationwide. (One-on-one advisory services are Texas-only.)

Q: How long do I have access to course materials?

A: Lifetime access. Learn at your own pace, revisit anytime.

Q: What if the course doesn't help me?

A: 14-day money-back guarantee. If you're not satisfied, we'll refund every penny.



Have another question? Email me directly: van@richardsfinancialplanning.com