Understand Your Options
Learn how common retirement tools work and where they may fit within a broader strategy.
RETIREMENT EDUCATION MADE SIMPLE
Make Smarter Retirement Decisions Before They Become Expensive Mistakes
Start with the retirement topic you want to understand most—Roth conversions, life insurance, or annuities—then explore the complete Retirement Ready program when you are ready to bring the pieces together.
✓ Learn at your own pace
✓ Real-life examples
✓ Clear, practical education
START WITH CLARITY
Understand how the pieces of retirement work together.
01Retirement Income
02Tax Planning
03Roth Conversions
04Life Insurance
05Annuities
06Legacy Planning
EDUCATION BEFORE ACTION
Retirement Planning Can Feel Overwhelming. It Does Not Have to Be.
Most people reach retirement with accounts, insurance policies, tax questions and income decisions—but no clear understanding of how everything works together. These courses were created to make complicated retirement concepts easier to understand.
See the Bigger Picture
Understand how taxes, income, inflation, investments and legacy planning affect one another.
Move Forward With Confidence
Replace confusion and procrastination with education, clarity and better questions.
A BETTER ONLINE LEARNING EXPERIENCE
Built to Be Easy to Follow, Watch and Revisit
These courses are designed for clarity, not confusion—using simple visuals, practical explanations and lessons you can revisit at your own pace.
Watch Clear Video Lessons
See James teaching directly through clear video lessons that make retirement concepts easier to follow.
Browse a Simple Course Library
Move through an organized course dashboard with a simple lesson layout that is easy to navigate.
Revisit Lessons Anytime
Return to individual lessons, rewatch examples and keep learning at your own pace.
START WITH A FOCUSED TOPIC
Choose the Course That Matches Your Biggest Question
Begin with Roth conversions, life insurance, or annuities. Each course focuses on one major retirement-planning decision and explains it in clear, practical language.
01
$99
Roth Conversions
Could Paying Taxes Now Help You Pay Less Later?
Learn what a Roth conversion is, who may benefit, common mistakes to avoid and how the process can move money into a tax-free environment.
- Who may benefit from a conversion
- Why timing matters
- Case studies and real examples
- How the conversion process works
02
$99
Life Insurance
Discover the Power of Tax-Free Growth
Learn how properly structured life insurance may provide more than a death benefit, including tax-advantaged growth and protection from market losses.
- Life insurance vs. “death insurance”
- Why tax-free growth matters
- How indexing works
- Real policy examples
03
$99
Annuities
Learn How Retirement Income Can Last for Life
Understand what annuities are, the different types available and how the right annuity may help create income you cannot outlive.
- What an annuity really is
- Different types of annuities
- How lifetime income works
- Annuities compared with stocks
MEET YOUR INSTRUCTOR
Learn From an Experienced Retirement Educator
James Johnson, CLTC, is a retirement strategist and educator who has helped thousands of families better understand their financial options. His passion is making complex retirement concepts easier to understand through clear explanations, practical examples and ongoing education.
Top of the Table member of MDRT
Master Elite Advisor for Ed Slott for 9 years
Member of NAIFA
Proud Rotarian
Focused on current laws and regulations
Helped thousands of families
READY FOR THE COMPLETE PICTURE?
Bring Everything Together With Retirement Ready
After exploring the focused courses, Retirement Ready helps connect the bigger picture: retirement income, taxes, inflation, investment vehicles, exit strategies and long-term planning.
- Assess where you currently stand
- Understand your retirement income sources
- Identify potential tax concerns
- Learn how inflation may affect your future
- Explore Roth conversions, life insurance, annuities and qualified plans
- Receive a one-on-one Retirement Ready or Not review with James
$149
one-time purchase
View Course
TOTAL VALUE
$3,200
$3,200
Retirement Ready
How to Get From Where You Are to Where You Want to Go
20 Years
of experience and education combined into one easy-to-follow program
1-on-1 Review
with James Johnson to bring clarity to your retirement strategy
Practical Lessons
built around real retirement questions and financial decisions
STUDENT EXPERIENCES
What Our Students Are Saying
★★★★★
“James puts a ton of enthusiasm and content into each of his educational videos. I learned so much about optimizing my different buckets of money in preparation for retirement. The education I got is definitely going to pay off in the long run.”
Mike M. Course Student★★★★★
“I’ve been a financial advisor for over 30 years. James makes complicated concepts much easier to understand with interactive visuals, easy-to-understand explanations and real-life examples.”
W.E.L. Financial Advisor★★★★★
“James has a unique talent for demystifying complex concepts, making them accessible and easy to understand. His ability to connect theoretical ideas with practical examples is incredibly helpful for beginners.”
Nilesh P. Course Student★★★★★
“This well-paced, instructive video class covers important investment vehicles, taxes, exit strategies and the impact of inflation. It is an excellent introduction to retirement readiness.”
Theodore Course Student★★★★★
“The course taught me the importance of Roth conversions, including when and why they may make sense depending on the situation.”
Al F. Course Student★★★★★
“Well laid out. Lots of information. It makes sense, and I had no idea how much I was missing. Thank you!”
Phillip H. Course Student★★★★★
“Retirement Ready was an informative, straightforward explanation of key ways to look at investment paths for retirement. Well worth the cost.”
Joshua V. Retirement Ready StudentIS THIS FOR YOU?
These Courses May Be Right for You If…
You are approaching retirement and are unsure whether your plan is complete.
You want to better understand your current or future tax exposure.
You have heard about Roth conversions but do not know where to begin.
You are confused by annuities or life-insurance strategies.
You want education before making an important financial decision.
You prefer real examples and straightforward explanations.
SIMPLE PROCESS
Learn at Your Own Pace
Choose Your Course
Start with the topic most relevant to your current financial questions.
Watch the Lessons
Learn through understandable videos, visuals, mathematics and practical examples.
Review the Material
Revisit important lessons as needed to strengthen your understanding.
Make Better Decisions
Use your new knowledge to ask better questions and evaluate your options.
TAKE THE NEXT STEP
Your Financial Future Is Too Important to Leave to Guesswork
The choices you make before and during retirement may affect your taxes, income, flexibility and family for decades. Begin with the course that addresses your questions today.
Explore All Courses Educational content only. No specific financial outcome is guaranteed.