
This learning plan is essential for anyone within 5-10 years of retirement who wants to transition confidently from earning to living off their savings. It addresses both the financial mechanics of retirement—income planning, healthcare, and tax optimization—and the equally important lifestyle design elements that determine whether retirement feels fulfilling or aimless.
This plan was crafted by BeFreed’s proprietary AI to help you learn Retire soon with ease. It is curated from in-depth research on the topic and structured around the most effective learning journeys proven by BeFreed users.
Each episode delivers bite-sized, high-impact lessons distilled from world-class sources — bestselling books, research papers, and expert insights. Together, they form a sophisticated yet accessible path to mastering Retire soon.
Master the financial fundamentals of retirement—from maximizing Social Security and Medicare to creating a sustainable income plan that covers your needs for decades to come.


Learn proven strategies for managing withdrawals, minimizing taxes, and making your nest egg last through a long retirement while maintaining your desired lifestyle.

Discover how to find purpose, meaning, and fulfillment in retirement—moving beyond financial security to build a joyful, engaged life with deep connections and new opportunities.





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Discover evidence-based strategies for creating genuine fulfillment in retirement. From the 'two curves' of success to social connections and finding new purpose, learn how to design a joyful retirement that goes far beyond just having enough money.
Plan for the long game with strategies for healthcare, estate planning, and making the most of your time—ensuring you spend wisely on experiences that matter while protecting what you leave behind.
From Columbia University alumni built in San Francisco
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From Columbia University alumni built in San Francisco
