Construct Your Vision for Retirement

Create a compelling vision for your retirement and conquer fears to pave your path forward.

Achieve Financial Security and Satisfaction

Learn the fundamentals of financial planning, explore diverse savings options, and secure your financial legacy.

Cultivate Good Health for a Vibrant Retirement

Understand the importance of health in retirement, maximize insurance benefits, and prepare for long-term care.

About the Course

Join our comprehensive Holistic Retirement Planning Course that guides you through key chapters focusing on financial security, purpose, health, emotional wellness, and social networks. Gain insights and tools to create a fulfilling retirement plan tailored to your needs.

Meet Your Instructor

Discover the insights and expertise of our seasoned educator who will empower you to redefine retirement, find purpose, and cultivate a holistic retirement plan for a rewarding future.

Course Curriculum

20 Chapters · 62 Lessons

  1. 1

    🧭 Creating Your Holistic Retirement Plan™ A Self-Paced Master Class

    1. 🧭 Welcome to the Everything Retirement Academy! Free preview
    2. 🧭 Your Master Class Overview: What You’ll Gain from This Experience Free preview
    3. (Included in full purchase)

      🧭 How to Use This Master Class: A Simple Guide to Moving Through the Experience

    4. 🧭 Preparing for Your Next Chapter Free preview
    5. (Included in full purchase)

      🧭 Guidance for a Meaningful Experience

  2. 2

    🌅 Part I: Holistic Retirement Planning

    1. (Included in full purchase)

      🌅 Part I: Overview Foundations for Designing Your Next Chapter

  3. 3

    🌅 Module 1: Redefining Retirement Charting a Meaningful Next Chapter

    1. (Included in full purchase)

      🌅 Module 1: Core Concepts & Perspective - The Holistic Retirement Framework™

    2. 🌅 Personal Reflection: Getting Started Reflection Questionnaire (Download, Complete, and Add to Your Workbook) Free preview
    3. (Included in full purchase)

      🌅 Expanded Insight: "Rethink Retirement: Well-Being Beyond Your Bank Account" (Video)

  4. 4

    🛤️ Module Two - Embark on Your Path to Retirement

    1. (Included in full purchase)

      🛤️ Module 2: Understanding the Retirement Transition: Navigating Concerns, Fears, and Adjustments

    2. (Included in full purchase)

      🛤️ Guided Reflection Reflecting on Retirement Adjustment & Common Challenges

    3. 🛤️ Personal Worksheet: Retirement Concern Level Worksheet (Download, Complete, and Add to Your Workbook) Free preview
    4. (Included in full purchase)

      🛤️ Expanded Insight: Why Most People Fear Retirement (And How To Overcome It)?

    5. (Included in full purchase)

      🛤️ Personal Worksheet: Your Strategies for Addressing Retirement Anxiety

    6. (Included in full purchase)

      🛤️ Bonus Insight - Bonus Video: "The Most Common Retirement Concerns"

  5. 5

    🔎 Module 3: Creating Your Vision for Retirement Clarifying What You Want This Next Chapter to Become

    1. (Included in full purchase)

      🔎 Core Concepts & Perspective Creating Your Vision for Retirement

    2. (Included in full purchase)

      🔎 Personal Worksheet: My Vision for Retirement Download (Complete, and Add to Your Workbook)

  6. 6

    🛡 Part II: Financial Confidence & Security

    1. (Included in full purchase)

      🛡 Part II: Overview - Strengthening Clarity, Stability, and Financial Decision-Making

  7. 7

    📈 Module 4: Building Retirement Savings Creating Stability for Your Future

    1. (Included in full purchase)

      📈 Core Concepts & Perspective: Building Your Retirement Savings

    2. 📈 Guided Reflection Reflection: Your Approach to Saving for Retirement Free preview
    3. (Included in full purchase)

      📈 Personal Worksheet: Financial Planning Worksheet (Download, Complete, and Add to Your Workbook)

  8. 8

    ⚖ Module 5: Estate Planning & Essential Documents: Protecting Your Wishes and Financial Legacy

    1. (Included in full purchase)

      ⚖ Core Concepts & Perspective: Estate Planning & Financial Security Documents

    2. (Included in full purchase)

      ⚖ Guided Reflection Reflection: Planning for Legacy and Protection

    3. (Included in full purchase)

      ⚖ Personal Worksheet: Estate Planning Reflection Worksheet (Download, Complete, and Add to Your Workbook)

  9. 9

    🛡 Module 6: Financial Satisfaction in Retirement: Navigating Changes and Maintaining Confidence

    1. (Included in full purchase)

      🛡 Core Concepts & Perspective: Financial Satisfaction - Challenges & Strategies

    2. (Included in full purchase)

      🛡 Guided Reflection Exercise: Strengthening Financial Satisfaction

  10. 10

    🛡 Module 7: Developing Your Financial Plan: Turning Clarity into Structured Action

    1. (Included in full purchase)

      🛡 Core Concepts & Perspective: Artful Planning - Developing Your Financial Plan

    2. (Included in full purchase)

      🛡 Guided Reflection: Shaping Your Financial Direction

    3. (Included in full purchase)

      🛡 Personal Worksheet: Financial Planning Worksheet (Download, Complete, and Add to Your Workbook)

    4. (Included in full purchase)

      🛡 Bonus Resource: Retirement Planning Calculators

  11. 11

    🌟 Part III: Thriving in Retirement

    1. (Included in full purchase)

      🌟 Part III: Overview - Aligning Purpose, Well-Being, and Daily Life

    2. (Included in full purchase)

      🌟 Expanded Insight: "How to Squeeze All the Juice Out of Retirement" (Video) | Riley Moynes | TED

  12. 12

    🌱 Module 8: Purpose & Meaning in Retirement - Anchoring Your Next Chapter

    1. (Included in full purchase)

      🌱 Core Concepts & Perspective - Anchoring Retirement in Purpose & Meaning

    2. (Included in full purchase)

      🌱 Personal Worksheet: Steps to Cultivating Purpose & Meaning (Download, Complete, and Add to Your Workbook)

    3. (Included in full purchase)

      🌱 Expanded Insight: Resetting Meaning (Video)

    4. (Included in full purchase)

      🌱 Personal Worksheet: Your Personal Purpose Statement (Download, Complete, and Add to Your Workbook)

  13. 13

    💚 Module 9: Health & Vitality in Retirement: Supporting Energy, Independence, and Longevity

    1. (Included in full purchase)

      💚 Core Concepts & Perspective: Cultivating Good Health for a Vibrant Retirement

    2. (Included in full purchase)

      💚 Guided Reflection Reflection: Your Health & Wellness Habits

    3. (Included in full purchase)

      💚 Personal Worksheet Retirement Health & Wellness Action Plan (Download, Complete, and Add to Your Workbook)

  14. 14

    🌿 Module 10: Emotional Wellness & Resilience - Strengthening Balance and Adaptability

    1. (Included in full purchase)

      🌿 Core Concepts & Perspective Fostering: Emotional Wellness in Retirement

    2. (Included in full purchase)

      🌿 Personal Worksheet: Overall Well-Being - Goal Setting Worksheet (Download, Complete, and Add to Your Workbook)

    3. (Included in full purchase)

      🌿 Guided Reflection: Emotional Wellness & Adaptation

    4. (Included in full purchase)

      🌿 Personal Worksheet: Overall Well-Being Action Plan (Download, Complete, and Add to Your Workbook)

  15. 15

    ❤️ (Module 11: Relationships, Family & Community Building: Social Stability and Meaningful Connection

    1. (Included in full purchase)

      ❤️ Conceptual Foundation: The Social Dimension of Retirement: Why relationships, belonging, and support networks shape long-term retirement satisfaction.

    2. (Included in full purchase)

      ❤️ Personal Worksheet: Social Network & Support Mapping (Download, complete, and add to your Holistic Retirement Workbook)

    3. (Included in full purchase)

      ❤️ Guided Reflection: Connection, Roles & Engagement - Clarify how you want to experience relationships and community in your next chapter.

    4. (Included in full purchase)

      ❤️ Personal Worksheet: Social Stability Action Plan - Identify intentional steps to strengthen connection and reduce isolation risk.

  16. 16

    🏡 Module 12: Retirement Living & Lifestyle Choices - Aligning Environment, Independence, and Daily Experience

    1. (Included in full purchase)

      🏡 Conceptual Foundation: Living Choices in Retirement - Evaluating lifestyle preferences, flexibility needs, and long-term considerations

    2. (Included in full purchase)

      🏡 Personal Worksheet: Living Arrangement Exploration (Download, complete, and add your to Workbook)

    3. (Included in full purchase)

      🏡 Personal Worksheet: Lifestyle & Environment Comparison Guide - Support Clear, Values-Aligned Decision-Making (Download - Complete - Add to Workbook)

  17. 17

    ✨ Module 13: Thriving in Retirement - Sustaining Growth, Engagement, and Personal Fulfillment

    1. (Included in full purchase)

      ✨ Conceptual Foundation: What It Means to Truly Thrive Moving Beyond Adjustment Toward Vitality, Curiosity, and Continued Growth

  18. 18

    🌄 Part IV: Your Holistic Retirement Plan

    1. (Included in full purchase)

      🌄 Part IV: Orientation - From Insight to Structure - This section guides you through integrating your reflections across the Five Pillars Framework™.

  19. 19

    🧭 Module 14: Integrating Your Holistic Retirement Plan - Pulling Clarity, Strategy, and Priorities Into One Cohesive Vision

    1. (Included in full purchase)

      🧭 Integration Foundation: Designing Your Holistic Strategy Understanding - How Financial, Lifestyle, Emotional, Health, and Relational Decisions Work Together.

    2. (Included in full purchase)

      🧭 Personal Worksheet: Personal Vision Statement (Download - Complete - Add to Workbook)

    3. (Included in full purchase)

      🧭 Personal Worksheet: Purpose & Meaning Statement (Download - Complete - Add to Workbook)

    4. (Included in full purchase)

      🧭 Personal Worksheet: Financial Confidence Action Guide (Download - Complete - Add to Workbook)

    5. (Included in full purchase)

      🧭 Personal Worksheet: Health & Energy Planning Guide Support (Download - Complete - Add to Workbook)

    6. (Included in full purchase)

      🧭 Personal Worksheet: Emotional Wellness Strategy

    7. (Included in full purchase)

      🧭 Personal Worksheet: Relationships & Support Plan Reinforce (Download - Complete - Add to Workbook)

    8. (Included in full purchase)

      🧭 Personal Worksheet: Lifestyle & Living Preferences Guide (Download - Complete - Add to Workbook)

    9. (Included in full purchase)

      🧭 Your Holistic Retirement Plan™ (Download - Complete - Add to Workbook)

  20. 20

    Evaluation and Feedback

    1. (Included in full purchase)

      📘 Reflection and Feedback - We appreciate your feedback—please complete the survey

Start Your Holistic Retirement Journey Today

Enroll now to gain access to valuable lessons, tools, and resources for a fulfilling retirement. Take the first step towards a holistic retirement plan tailored to your needs.

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