Get Complete Clarity on Your Retirement Plan
Your Retirement Plan Checkup Course
Discover exactly what's working, what's not, and what to fix—before it's too late.
Retirement Should
Be Freedom.
Not Fear.
Without clarity, you'll either:
Stay in your job longer than necessary
—afraid to retire
OR
Retire uncertain
—wondering if your money will last
Both rob you of retirement’s purpose:
PEACE OF MIND.
Get your checkup.
Get your confidence back.
Imagine Knowing
—With Complete Certainty
✓ I can afford to retire when I'm ready
✓ My money will last
✓ My investments match my risk tolerance
✓ I am withdrawing tax-efficiently
✓ I have a plan for healthcare changes.
The Retirement Plan Checkup Course gives you the tools to build that certainty.
How It Works: Your Path to Retirement Clarity
Three simple steps. No overwhelm. Just clear answers.
STEP 1: ASSESS
Stress-test your retirement plan. Identify what's working and what needs attention.
STEP 2: ALIGN
Optimize your investments, Social Security timing, and withdrawal strategy.
STEP 3: ACT
Implement your personalized 90-day action plan with clear priorities and practical tools.
Complete clarity in just 45 minutes.
No confusion. No overwhelm.
Meet Van Richards: Your Guide to Retirement Clarity
Most retirement courses are taught by people who've never actually managed a retirement plan. Van has spent 30+ years as a practicing fiduciary—solving real retirement problems for real people every single day. Here's why that matters:
What's Inside Your Retirement Plan Checkup
7 focused modules. Practical worksheets.
A personalized 90-day action plan.
This isn't theory. It's the same framework I use with clients managing millions in retirement assets—distilled into practical tools you can use immediately.
You'll get:
✓ 7 video modules covering every stage of retirement planning
✓ Side-by-side budget worksheet to compare current vs. retirement expenses
✓ Interactive quizzes to identify your retirement stage and risk tolerance
✓ Social Security claiming strategy guide
✓ Healthcare bridge planning for the gap to Medicare
✓ Tax-smart withdrawal sequencing templates
✓ Portfolio allocation models matched to your stage
✓ Complete 90-day action plan with clear priorities
Everything you need to move from uncertainty to confidence—in about 45 minutes.
Here's Exactly What You'll Learn:
Curriculum
- Part 1: Stage Three - Nearing Retirement: Healthcare Bridge Planning (15:09)
- Part 2: Stage Three - Nearing Retirement: Portfolio Transition (12:39)
- Part 3: Stage Three - Nearing Retirement: Creating Your Income Plan (19:36)
- The Easiest Retirement Budget Worksheet
- Probability vs. Safety Quiz
- Standard Portfolio Allocation Models