Best Retirement Planning Courses

Find the best online Retirement Planning Courses for you. The courses are sorted based on popularity and user ratings. We do not allow paid placements in any of our rankings. We also have a separate page listing only the Free Retirement Planning Courses.

Life Happens: Personal Finance from College to Career

Free online course: 83 videos, 17 comprehensive problem-solving exercises. Digital text sold separately.

Created by Mitchell D. Weiss - Financial services industry professional, professor, author

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Students: 16795, Price: Free

Students: 16795, Price:  Free

      A nuts-and-bolts financial literacy course for students on both sides of college. 

      With more than 80 engaging videos in 17 information-packed segments, Personal Financial Management from College to Career delivers knowledge you can put to use today and later on in life. 

      Since 2009, Mitchell D. Weiss has been teaching his typically oversubscribed personal finance course at the University of Hartford. Now, Mitch is bringing both the course and its accompanying "un-college-textbook," Life Happens, to vivid life online. 

      You'll learn how to evaluate student loans, bank loans and competing credit card offers, approach buying a house or car, protect against ID theft, prepare for and choose between career opportunities, compare different insurance products, deal with financial adversity, and much more. Mitch's straightforward explanations and wide-ranging advice are easy to follow and implement. 

      The 17-section course can be taken from start to finish or sampled à la carte, if you prefer to focus on just what you need today. The e-text contains thought-provoking questions, real-life problems, and links to the same online tools Mitch uses on screen to solve those problems. The book also includes hundreds of additional links to even more educational resources and informative articles on this important subject.
 
  About your instructor:

       Mitchell D. Weiss is an experienced financial services industry executive and entrepreneur, adjunct faculty at the University of Hartford a former member of the board of the university’s Barney School of Business and co-founder of its Center for Personal Financial Responsibility. He also is adjunct faculty at Rutgers University's Mason Gross School of the Arts.

       In addition to Business Happens: A Practical Guide to Entrepreneurial Finance for Small Businesses and Professional Practices, he is also the author of Life Happens: A Practical Guide to Personal Finance from College to Career-2nd Edition and its companion course book, and College Happens: A Practical Handbook for Parents and Students

 
 

 
 
 

  Business Happens - A Practical Guide to Entrepreneurial Finance for Small Businesses and Professional Practices 

Cryptocurrency: What You Must Know

Evaluate Bitcoin Like a Pro

Created by Nael Shahbaz - Wealth Manager SAMT AG

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Students: 10739, Price: Free

Students: 10739, Price:  Free

Are you feeling left out of the Cryptocurrency trend?

Learn about Cryptocurrency like a pro in under 30 minutes. This course is a rational perspective on Cryptocurrency. Don't get carried away by social media trends and mainstream news about Bitcoins and other Crypto Coins. Get ahead of the crowd and know the story behind trends. This course teaches about Bitcoin/Alt Coins that coin traders will never tell you. Retirement planning is more than just listening to ICOs hyping up their investments so you could put money in their coins. If you want to build wealth the right way you need to remain objective. After all, it's your money.

Succeed in Business Even if you Don’t Know Where to Start!

Start a family business with no non-spouse employees, set up a qualified retirement plan, reduce taxes, save & retire.

Created by Scott Brown - Major State University Finance Professor, Investments Expert

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Students: 10188, Price: Free

Students: 10188, Price:  Free

Now With English (US) Captions!

This course is the only public course available from a major state university MBA finance professor who is nationally recognized by the Certified Financial Analyst (CFA) Institute with extensive experience in the real world working with Fortune 500 CEOs (many hold Act 22 Decrees in Puerto Rico).

This course cuts to the chase teaching business formation and management techniques that are hard to understand as a green horn (are not common-sense).

The professor of this course is the author of numerous research articles in leading financial academic publications

Course content is grounded by three decades of actual business experience in companies I have founded and successfully managed in produce distribution, real estate investment and management, and online education. I have included insights I discovered obtaining my MBA in international financial management from Thunderbird School of Business routinely ranked #1 in U.S. News & World Report and from my Ph.D. in finance from the University of South Carolina.

This course will jump start your business ownership dreams. I have focused the content on just the most important points you need to know. 

Anything boring that you could figure out on your own is shaved away.  This training is all meat and no bone. Every concept has been personally implemented by me as well as taught at the Graduate School of Business of the University of Puerto Rico.

** SPECIAL BONUS: FREE 17 PAGE BUSINESS FORMATION BOOK INCLUDED ($19 value). I have included a PDF book as a free download that covers every slide and gives you a reading guide to everything and to jot down notes. 

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Student Buzz from Other Courses (Because this is new):

·         Based on empirical aspects of best trading practice, the course is simple but contains all the distilled recipes of corporate finance. This course like all his others is simple. Experts simplify difficulties,thanks. -Ako

·         I really learned a lot from this course. -Pamela McCullough

·         Doesn't leave out any details. You can do it yourself - watching this course. Well done! -CSI SD

·         Excellent. -Eng. Ayman diab

·         Another Excellent Course of Dr. Scott!! -Frankie Aponte

Benefits:

·         Turn a side-business into a family retirement plan cash cow.

·         Launch your business from scratch, for yourself and your family, make it your way.

·         Legally Avoid paying FICA self-employment tax.

·         Reduce your Taxes.

·         Set up and fund a Solo 401(k) and a Roth 401(k) you direct yourself alongside your employer sponsored plan.

·         Avoid risky inventory based business.

·         Set up a simple service business from a home office.

·         Create a family corporate health plan.

Enroll right now to capture all of these important benefits. -Doc Brown

Basic Steps In Retirement Planning

Learn about the nature of retirement in Singapore and some basic steps you can take to prepare for retirement.

Created by Peggy Chan - Financial Literacy Trainer

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Students: 6915, Price: Free

Students: 6915, Price:  Free

This course will help you to understand the nature of retirement, particularly in Singapore. It will highlight the importance of starting retirement savings early, the effects of inflation and some points that you should take note of before starting your retirement plan.

Several financial calculators are presented that will help you determine your retirement needs. Note that these are presented in the context of Singapore.

Retire to the Life You Love

Find and live a fulfilling, rewarding, enjoyable retirement life

Created by Heather Powell - Life coach and guide

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Students: 2195, Price: Free

Students: 2195, Price:  Free

Retirement brings change and the future can look uncertain.

If you really want to live a life you love, and are looking at retirement, transitioning now or recently retired, then this program is for you.

We explore how to move around life's curves so you can

  • enjoy every day
  • feel confident
  • happy
  • free to lead a rewarding, fulfilling life.

Enjoy support from a guide who has walked this path - stream-line your journey to the life you love with this short self-directed program.

Now is the best time to start the rest of your life!


This program has 4 modules and includes videos, templates and guidance for you to create the unique life journey you'd love to take. It is all about you because only you know the answers.

In the program you will develop a vision for the life you'd love, find resources you already have to support you on your way; where you are now so you can craft a path to a life you'd prefer.

The program can be completed in 1 hour for a first draft. And, over days, months, years as your life unfolds, can become your guide for your life journey as you look deeper into the different aspects which it covers. 

Life becomes a joyful journey as we explore what we love and learn to focus our attention to this life. In fact, you will never look at life quite the same way ever again - you will have a new framework to choose what works for you.

May you and your life flourish!

How to Build a Massive Retirement Plan from Scratch!

The CENSORED Truth About Workplace 401K Plans You Won't Read About in the Financial Media.

Created by Scott Brown - Major State University Finance Professor, Investments Expert

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Students: 1668, Price: $89.99

Students: 1668, Price:  Paid

ATTENTION: The CENSORED Truth About Workplace 401K Plans You Won't Read About in the Financial Media.

AS SEEN ON: NBC, ABC, CBS, and FOX!

Updated Monday, May 23, 2016, 10:41 A.M.

Have you seen the PBS FRONTLINE documentary “The Retirement Gamble" that aired on April 23rd of 2013? It struck a chord with Dr. Brown as he lay in his four poster bed in one of the most upscale neighborhoods in San Juan.

BULLET-PROOF 401K SUPERCHARGER teaches you how to employ his advanced doctoral knowledge of finance to avoid the pitfalls PBS journalists uncovered. It was eerie to watch PBS FRONTLINE correspondent Martin Smith realize that his retirement is underfunded in part because of the secret costs that come with a 401(k).

This scathing documentary reveals the problem you face — that Dr. Brown has been helping those close to him — as well as his MBA students at the University of Puerto Rico Graduate School of Business with for quite some time. Forbes succinctly summarizes this as "Our retirement plan system is rigged to rip off Americans struggling to save for retirement."

The Retirement Gamble" identifies these dangers facing you today...

1. Just a minority of Americans have enough saved to cover a lengthy life as a retiree

2. Why our patchwork mess of retirement systems is a gold vein for financial predators in 401(k) and 403(b) plans.

Benefit #1: Squash Wall Street's cockroaches before they squash you

3. The U.S. government will not protect your retirement from Wall Street goons.

4. No retirement adviser is as trusted as yourself.

5. Many plan participants don't know what they are invested in.

Benefit #2: Learn why you should avoid annuities

6. The God Father of index funds, John Bogle of Vanguard fame, points out that a 7% yield collapses to 5% under a low 2% annual fee.

7. Diversify away from your employer plan into multiple IRAs you alone control. Here are some quick solutions...

Benefit #3: Plan Screening...

Check your 401(k) or 403(b) against this national database. Some employer sponsored plans are so bad you may want to consider not contributing. Doc Brown will show you a powerful alternative to your employer sponsored 401(k) or 403(b) plans fewer than 5% of Americans understand. Yet this alternative is available to all.

Inside Dr. Brown will teach you how to carefully determine whether you should just say "no" to your current employer sponsored 401(k) plan.

Even with a good plan you will contribute just up to the matching. Scott will teach you why you should never make the full contribution if you do not own the company.

Discover why you should never contribute to an employer sponsored 401(k) with no matching.

Alternative Retirement Accounts...

Discover how to sock away even bigger wads of hard-cash-money in a Roth IRA. Scott will show you a secret way to invest in a Roth IRA even if your accountant or financial planner (wrongly) tells you that your income is too high.

Dr. Brown has proven that it is possible with the results he has garnered for his own family.

How to Find Low Cost Funds...

He will show you how to identify the lowest-cost mutual funds in your plan. Imagine saving up to 9% per year in fees!

How to Pay Your Family Forward...

You may have tens or even hundreds of thousands of dollars in your portfolio that you have simply forgotten. Discover the most convenient steps to roll your old 401(k) or 403(b) retirement plans forward. How to get money laying around off your ex-bosses' tables and out of their sticky fingers from that that old job you didn't like.

Benefit #4: Develop a realistic approach to all of your retirement income streams.

How to Save, Save, and Save Even More...

How to set yourself up to take Social Security benefits.

Best Places to Retire...

He'll cover the best places to retire as you thrive in outliving your assets.

Benefit #5: Avoid bad countries and nasty living locations.

How to Escape the Retirement Gamble...

"The Retirement Gamble" made enough of a stir to prompt a "piece about the piece" on MoneyWatch. The author emphasizes that underhanded dealings range from "active funds that come with high fees and indecipherable disclosures" to annuities sold to financially unsophisticated teachers where guaranteed returns were misrepresented. MoneyWatch concludes that "The Retirement Gamble" discloses abuses Allan Roth sees every day.

He criticizes Christine Marcks, President of Prudential Retirement, of feigning ignorance of these abuses and hard evidence that indexing beats active investing.

In BULLET-PROOF 401K SUPERCHARGER you'll discover a series of steps that will both protect your money from a catastrophic market crash AND maximize your 401K in the process.

Forbidden 401K Secrets your Boss Doesn't Want You to Know!

More importantly, you will tap into...

Benefit #5: You'll be able to use the lowest cost strategy.

Garner the highest likely return, that has dramatically grown our plans over the years. You'll learn:

Benefit #6: A simple website to rank the cost of the selections in your 401K plan...

Benefit #7: How you can beat the actively managed mutual fund managers at their own game with simple low cost index funds...

Benefit #8: Why you should only invest up to the matching in your employer sponsored 401K...

Benefit #9: What to do with the rest...

Benefit #10: How to guarantee that your 401K survives the next wipeout...

Benefit #11: How you can open an individual 401K even if you only earn a salary...

Benefit #12: How to sidestep taxes on tens of thousands of dollars of otherwise taxable income per year with these simple tricks...

Benefit #13: The truth about so-called "emerging markets" -- and why you should avoid them like the plague...

Benefit #14: The only investment in your plan that will allow you to ride out the next crash without worry...

Benefit #15: How to spot the lowest cost indexed fund most likely to double, triple, or quadruple your 401K in this or the next bull market...

And much, much MORE...

Here's Your Elevator to the Leisure Class

In conclusion and in his own words:

"Join right now.I am waiting inside now to help you,

-Dr. Scott Brown

Associate Professor of Finance of the AACSB Accredited Graduate School of Business of the University of Puerto Rico."

P.S. 30 DAY UNCONDITIONAL MONEY BACK GUARANTEE!

Ultimate Retirement: Build Your Own Dynamic Retirement Plan

Learn the 12 Step Guide to Building Your Specific and Actionable Retirement Plan—Straight from the Experts of 35+ Years

Created by Margin of Safety Investing - Investment Research & Training

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Students: 1530, Price: $49.99

Students: 1530, Price:  Paid

COULD IT REALLY BE POSSIBLE…

  • To create an income at retirement beyond what you currently envision?
  • To retire many years sooner than you're currently planning?
  • To live without stress knowing that your retirement is planned for and secure?
  • To create—and revise—more proven, personalized ones—for free—on your own?

It's possible—It's up to you if you want to achieve it.

JOIN US IN The Retirement Master Course, AND WE WILL BE YOUR GUIDES ON THE JOURNEY TOWARD RETIREMENT FREEDOM!

Five reasons to take this course IMMEDIATELY:

  1. Correctly answer the “How Much Do I Need to Retire" question. That's the most common question we get from our clients. You will learn exactly how to answer that question for yourself. By the end of this course, you will be able to immediately create your own retirement plan, adjust it to your scenario, and know exactly the steps and process you will need in order to secure your ideal retirement. Adjust this as often as you like to your changing situations, at no cost, with no advisor or money manager biases, and with a more accurate and realistic “Retirement Number" than you've seen before.
  2. You get to ask us questions and see our answers to all students through the exclusive class discussion boards. Ask us any question specifically related to the lectures in this course, and receive a prompt answer—straight from the experts—to you as our student! We will do our best to give you complete answers that will be helpful and useful to you.
  3. You receive instant access to the full course materials, along with constantly updated lectures. This is material directly from the two instructors' over 40,000+ hours of experience and backgrounds in the financial and retirement fields. Including over 30 years of professional coaching with clients, advanced degrees and certifications, as well as extensive and ongoing studies relating to preparing for and optimizing both ours and our clients' retirements. What this means is you can save years of time and avoid the many pitfalls that countless others fell into before. This aspect alone is worth thousands!
  4. This course is original, honest, and from the heart. It's our passion to help others achieve the kind of success we know they're capable of, and we are frustrated seeing so many being led in the wrong direction. Our course is personal and professional—created through our skills and involvement with experts—based on how we achieve success, and how we get our clients to their dream retirement.
  5. Every day you wait is costing you money. Each day you delay makes it that much harder to hit your retirement goals. Every dollar you pay in fees is sucking thousands of future dollars out of your retirement. These numbers compound and add up exponentially when you need it most. If you don't start today, the money won't be there when it matters. The time is no better than right now. Put in the small effort it takes today in order to prepare for and secure your retirement down the road. The sooner you take action—the far better off you will be!

SAY GOODBYE TO FINANCIAL STRESS…AND HELLO TO PEACE OF MIND, RETIREMENT SECURITY, AND FINANCIAL INDEPENDENCE

Conventional retirement planning is backwards!

Your retirement must revolve completely around the income you can create each and every year after you are finished working full-time. It does not revolve around the mysterious “retirement number" you so often hear. The real goal in retirement is sustainable spending—not portfolio value. This one change in how most approach their financial picture—is what makes all the difference!

Approaching it this way gives you a retirement picture based on real, hard, concrete facts and projections precisely catered to your needs. It does not give you pie-in-the-sky numbers, generic rules of thumb, and anyone's best guess as to what it truly means for your retirement years. It does not give you biased recommendations, questions of your financial security, or numbers so high you think you will never get there.

Instead, it gives you the exact plans, confidence, and peace of mind that when you do achieve it—you can have the lifestyle you dream of. Learn how to do this!

  • YOU CAN'T DEPEND ON TRADITIONAL ROUTES TO RETIREMENT—THOSE SIMPLY ARE NOT WORKING

Begin to enhance your retirement right now, no matter what experience or knowledge you might already have. This course is for everyone who wants to create their ideal life beginning now, and through retirement. No matter your age, income, or where you are in the world—this course is designed for you.

That's because your retirement plan revolves around you. In today's world, you can be in control of where your money is going, how it's being invested, and more importantly—in the driver's seat of retirement.

If you are willing to do the kinds of things that others won't—you can achieve the kind of results that others can't.

Do you want to sit on the sidelines—waiting, hoping, and relying on others for success? Or do you want to be in the game with your finances—in control of your success? It's a game you can't afford to lose. Remember—nobody cares more about your financial outcome, than you and your family. You owe this to yourself.

We know the challenges you face in the financial world. We've seen it all. Who do I trust? Where do I put my money? How do I plan for the future? I've been burned before, how can I avoid it again?

In our course, we will discuss the path that many are heading toward in their retirement…stressed out, worried, and working so hard they sacrifice their health at retirement. You will also see the path that far too few retirees are heading down…fully prepared, knowing what their life will look like at retirement, and making the necessary adjustments along the way in order to account for life's changing circumstances. This is where we want you to be.

You'll then move on to learning about the retirement fundamentals—essential concepts you need to know. We'll discuss the variables that will have the biggest impact on your retirement planning, the variables that most financial professionals do not even address or account for!

  • EVERY DAY, EVERY MONTH, EVERY YEAR YOU WAIT TO GET STARTED—THE HARDER IT BECOMES TO ATTAIN THE RETIREMENT LIFE YOU WANT

We'll go on to show the exact steps it takes for you to budget, plan, and project what your retirement years will look like. This is the fun part—it allows you to dream and correct for any shortfalls you might currently have—no matter your age. After that, we will present the course retirement calculators—combining everything you now understand in order to prepare your personalized retirement plan. This will show you what you are on track for, where to adjust in order to get what you want, and give you specific and actionable plans in order to properly move ahead.

We will present ways for you to make up the differences, accounting for areas where you might be lacking in right now. The course will show why the fees you are paying in your accounts are costing you MUCH more than you probably think, what the alternatives are, and why the path that 90% of future retirees are headed is not the way to go (think high fees). The financial system today is a fragile one that looks great when things are going well, but will leave you high and dry when the first sign of trouble comes. We've seen it before—we don't want that to happen to you.

  • THIS COURSE IS THE FINANCIAL ANSWER YOU HAVE BEEN WAITING FOR—DO NOT WAIT ANOTHER DAY!

We will continue the course with the importance of your retirement. It starts with your thoughts—how much money do you want every year at retirement? Focus on that, set your mind to attaining it—then take the proper actions necessary to get there. It isn't all about just “thinking" about what you want—but your thoughts coupled with the proper action will put you over the top. The key is learning to combine these two components in the right ways—most people only have one or the other.

You will also learn how to find the proper financial advisor or professional, and how to best utilize their resources to your advantage. Your financial professional absolutely must have your best interest in mind before their paycheck. That is vital. There are plenty of trustworthy ones out there if you take the time to find them. Learn how in this course.

Finally, we will give you the step-by-step game plan, including immediate action steps you can take right now in order to save a ton of money, start preparing, and be well on your way to the retirement life you want!

As a bonus—we will thoroughly discuss ways to speed up your retirement plans, or make up for lost time in our creative retirement planning section. This includes the three main inputs to your retirement calculation—save more, earn more, and increase returns. This section will provide tips and ideas for you to put to work immediately in either achieving your goals sooner, or altering your plans to line up with what you truly want out of your pre- and post-retirement life.

In addition, this course is constantly updated with the most up-to-date material.

You can access all of the course materials—including the lectures and class discussions—on your computer, through your iPhone or iPad, and on any Android phone or tablet.

On top of all of this…the course comes with a 30 day, no questions asked, 100% money-back guarantee. If at any time within 30 days you are not satisfied with the quality of the course, simply issue a refund and we will be happy to deliver.

All of this for the one time price of this course! Don't spend tens of thousands of dollars on financial seminars that continue to sell and take your money. Don't continue to pay financial professionals fees or commissions to prepare personalized retirement plans. You can do this all on your own at zero cost to you—as often as you like!

Respect your money…It's never too late to start. Click on “Take This Course" to enroll today!

Purpose Driven Plan – Retirement Planning (Non Financial)

This course is a Non Financial Guidance for those who want to prepare for "24hr Day" of their retirement.

Created by Amit Gupta - BA[Hon] Economics, MCA, MBA

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Students: 978, Price: $89.99

Students: 978, Price:  Paid

A BIG & HUGE Thank You!

Guru's Odyssey team once again brings a guidance course for everyone to take advantage from.

Most of us have been busy working and saving for our retirement. We want our money to keep growing. But in 2020 you all may have experienced that this one dimensional approach has a fundamental flaw.

"What am I going to do in 24hrs of my retirement day when I may have all the time & money in the world?" (COVID-19 situation may have helped you to give some serious thought.)

To find the answer for this question, I embarked on a journey 12 years ago . I took few career breaks ranging from 3 months to 13 months. This course published in 2018 is my recorded experience of 10 year journey in which I have listed all the methods and tools I used during my breaks to keep myself fit, learn new skills, deal with emotional challenges, stress of being alone at home and so on. I do not claim to be an expert in this area but in 2020 COVID lockdown I am benefitting from my experience. I am happy, motivated, helping my family and friends to deal with challenging situation.

I am sure you will take advantage from this course to build your own purpose driven non financial retirement plan.

Thank you once again for visiting my page and learn from my journey.

Understanding Stock-based Compensation and Retirement Plans

Learn more about what is in your compensation packages to maximize your benefits!

Created by Roger Ko - Certified Public Accountant, Certified Management Accountant

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Students: 48, Price: $29.99

Students: 48, Price:  Paid

  • Anyone who wants to learn more about income tax, including tax treatments of ordinary income and capital gains/losses

  • Anyone interested in stock-based compensation plans such as:

    • Restricted Stock Units (RSU)

    • Restricted Stock Awards (RSA)

    • Incentive Stock Options (ISO)

    • Non-qualified stock options (NQSO)

    • Employee Stock Purchase Plans (ESPP) 

  • Anyone interested in retirement plans options, such as

    • 401(k), including both traditional and Roth plans

    • Individual retirement accounts (IRA), including both traditional and Roth plans

  • Interactive model to compare 401(k) vs. Roth 401(k) included to show which option is better

Retirement Investing: 3 keys for planning your retirement

A Retirement plan to retire with confidence

Created by Daniel Boswell - Regular guy

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Students: 7, Price: $19.99

Students: 7, Price:  Paid

Are you 18 and older and worried about retirement?  Do you think about where your income is going to come from once you are too old to work?  At this time, nobody knows what the world will be like in 20 or 30 years.  However, over long periods of time there are certain things we can be sure of.  I want to show you how to start saving for your retirement and confidently make money while doing it.  We are going to learn how to take the money you save and put it to work, in order to compound your savings, and its nearly risk free.  You can achieve a stress-free, easy and automatic way of building wealth for your future and your heirs.  The concepts here are easy to learn and even easier to implement.  I am going to go over the 3 keys that I used to create my retirement portfolio.  Some of the basics that we will cover include:  compound interest, diversification, volatility, dollar-cost averaging, and strategies for saving.  The stock market is not something to be afraid of.  It can be a risky place to put your money, but with the strategies that can be learned in this short course, you will be able to put your investments on auto-pilot and never have to worry about whether you are losing money or obsess over checking the balance of your life savings.  This course will change your life in less than 40 minutes.  Its time to take our futures into our hands and shape it the way we want it.  The time to act is now.  Lets do this!