Learning plan cover

Retire soon

LEARNING PLAN

Retire soon

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.

ByCommunity User
2 h 16 m
11 coursesUpdated 5 days ago
The Ultimate Retirement Guide for 50+Social Security, Medicare and Government PensionsMaster Finance: Psychology, Systems, and True Wealth11 sources

How This Learning Plan Was Made

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.

What You'll Learn

  • Master Social Security, Medicare, and benefits optimization to maximize your retirement income sources
  • Create a tax-efficient withdrawal strategy that makes your savings last throughout retirement
  • Build a comprehensive retirement income plan that covers your needs for 20-30+ years
  • Design a fulfilling post-work life with purpose, meaningful activities, and strong social connections
  • Develop an estate plan and healthcare strategy that protects your legacy and prepares for longevity

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.

The Ultimate Retirement Guide for 50+ cover
The Ultimate Retirement Guide for 50+

Expert financial advice for a secure retirement, covering downsizing, Social Security, investments, and living your best life after 50.

8 m
Social Security, Medicare and Government Pensions cover
Social Security, Medicare and Government Pensions

Navigate retirement benefits confidently with this comprehensive guide to Social Security, Medicare, and government pension programs for older Americans.

8 m
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The Four Pillars of InvestingMoney: A Users GuideFinance for the People
3 sources
Master Finance: Psychology, Systems, and True Wealth

Discover why smart people struggle with money and learn to build unbreakable financial systems. Go beyond budgeting to understand the psychology driving your decisions and wield finance as a tool for personal power and freedom.

13 m

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

Your Retirement Salary cover
Your Retirement Salary

A comprehensive guide to turning pension savings into sustainable retirement income, covering investment strategies and financial planning essentials.

11 m
The Power of Zero cover
The Power of Zero

Zero-tax retirement: escape the coming tax train before it's too late.

9 m
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Stock Market Basics: What Beginner Investors Should Know5 Popular Investment Strategies For Beginners | BankrateBeginners' Guide to Asset Allocation, Diversification, and RebalancingThe Little Book of Common Sense Investing
6 sources
The Boring Path to Serious Wealth

Discover why 96% of professional fund managers fail to beat the market and how simple index investing can build more wealth than complex strategies. Learn time-tested principles from finance legends.

9 m

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.

From Strength to Strength cover
From Strength to Strength

A roadmap for finding purpose and happiness in life's second half, challenging successful professionals to redefine their priorities.

10 m
The 100-Year Life cover
The 100-Year Life

Navigating longevity, careers, and finances for a fulfilling 100-year life.

10 m
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source 1Eight Habits for a Happy Retirement - Kiplingersource 3[PDF] thriving-in-retirement-cultivating-your-emotional-well-being-and ...
6 sources
Retirement Happiness: Beyond Financial Security

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.

42 m

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.

How to Retire cover
How to Retire

Expert lessons for a happy, wealthy, and healthy retirement

8 m
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Die With Zero9 Money Rules from Die With Zero by Bill Perkins (Book Summary)Takeaways from Die With Zero by Bill Perkins - Chee Kin Loh - MediumDie With Zero Summary: Bill Perkins Book Review on Money
6 sources
Die With Zero: Revolutionary Money Philosophy Explained

Explore Bill Perkins' game-changing concept: stop saving endlessly and start spending strategically on experiences while you have health, time, and energy to enjoy them.

8 m

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