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Military Wealth Coach
The Academy/School of Advanced Personal Finance
Course 03 · Investing & Retirement

School of Advanced Personal Finance

Build the long game.

The senior course. Calculate your real retirement target, deploy the four-element Wealth Task Force, run an advanced TSP, IRA, and brokerage strategy, and lock in a protection-and-distribution plan — without a salesman in the room.

~83
Lessons
23
Modules
4
Cores
Self-paced
Format
$297one-time
Lifetime access
In production · Join the notify list
✓~83 video lessons across 4 cores
✓7-part course workbook
✓Annual updates as rates & laws change
✓Lifetime access · learn at your pace
✓Credit 100% toward the bundle later
Who it's for

Built for senior ranks,
useful for all ranks.

  • Senior enlisted (E7+) and field-grade officers (O3+)
  • High earners optimizing the back half of a career
  • Anyone planning FIRE or an early military retirement
  • DIY investors who want the full advanced playbook
What you'll be able to do
  • ✓Calculate your true retirement number — and how far service already takes you
  • ✓Deploy TSP, real estate, brokerage, and cash as one coordinated force
  • ✓Run backdoor Roth, tax-loss harvesting, and tax-optimized withdrawals
  • ✓Make a defensible SBP decision and a full distribution plan
The workbook
Retirement income projectionSavings post-mortemRisk questionnaireAsset allocationInsurance adequacyBackdoor Roth planCollege funding strategy
The curriculum

4 cores. 23 modules.

Roughly ~83 short, focused lessons — 8 to 12 minutes each — sequenced in the order you actually need them. Every core ends with a workbook deliverable you keep.

Core 1

The Retirement Reality Check

What financial planning really is and who it’s for, the American retirement myth, what your service is actually worth, Social Security for military, and the BRS lump-sum decision.

  • 1.1What Is Financial Planning, and Why You Need It?
  • 1.2The American Retirement Myth
  • 1.3What Military Service Is Actually Worth
  • 1.4Social Security for Military
  • 1.5The BRS Pension and the Lump Sum Decision
Core 2

The Ultimate Retirement Plan (URP)

Backward-plan your number, then deploy the four-element Wealth Task Force — TSP, real estate, brokerage, and the War Chest — plus advanced IRA, HSA, and college-funding strategy.

  • 2.1Backward Planning Your Retirement
  • 2.2The Wealth Task Force
  • 2.3Real Estate and Other Assets: The Main Effort
  • 2.4TSP Strategy (Advanced)
  • 2.5IRA Strategy (Advanced)
  • 2.6Brokerage: Building Pre-Retirement Wealth
  • 2.7FSA and HSA: Tax-Advantaged Medical Savings
  • 2.8College Funding: Alternatives to the 529c
Core 3

Advanced Investment Management

Capital markets over the long view, the case for passive indexing, portfolio theory and asset allocation, year-to-year management, and tax-optimized investing.

  • 3.1Capital Markets: The Long View
  • 3.2Passive Index Investing: The Case
  • 3.3Portfolio Theory, Asset Allocation, and Diversification
  • 3.4Managing Your Portfolio Year to Year
  • 3.5Tax-Optimized Investing
Core 4

Protect and Distribute

Insurance adequacy, the SBP decision, senior-military tax strategy, Social Security timing, and a retirement distribution plan that maximizes lifetime income.

  • 4.1Insurance Adequacy
  • 4.2The SBP Decision
  • 4.3Tax Strategy for Senior Military
  • 4.4Social Security Timing
  • 4.5Retirement Distribution Strategy
Want the whole curriculum?

Master Military Finance — all three courses, one path.

Bundle Budget Boot Camp, Military Homebuying 101, and the School of Advanced Personal Finance for $389 instead of $591. Already bought School of Advanced Personal Finance? Its full price credits toward the bundle.