Retirement used to mean stopping. Today, it means something entirely different, and most people are discovering that the financial plan is actually the easy part. In this course, David Chudyk, CFP® draws on decades of experience working with pre-retirees and retirees to explore what retirement planning really means in the 21st century. Spoiler: it's not just about the money. We'll cover the questions your financial advisor probably hasn't asked you — What will you actually do when you retire? What gives you purpose? What does a fulfilling next chapter look like for you? Alongside the financial mechanics that make it possible: investment allocation, income planning, Social Security timing, tax strategy, healthcare, and legacy. Topics include: Why the "number" isn't the finish line — it's the starting point; the transition from accumulation to distribution: how your portfolio strategy has to change; purpose, identity, and the psychology of leaving work behind; building a retirement income plan that actually lasts; key risks most people don't plan for — and how to address them. Whether you're five years out or already there, this course will help you think more clearly, and more completely, about what retirement really means for you.

Since 2003, David Chudyk, Certified Financial Planner ™ has been helping clients make the right financial decisions for the reasons that are important to them. Chudyk believes that "how we handle our money should positively impact our lives and the lives of those around us.