Online Course

Comprehensive video series that breaks down the strategies from Be the Bird, making complex concepts easy to understand and apply.

• How to Relax About Money in Your Retirement

Essential Guides

Actionable checklists, retirement risk management strategies, and personalized portfolio planning tips to help you protect and grow your wealth.

• 16 Retirement Income Risks

• Retirement Income Cheat Sheet

• 7 Steps to Personalize Your Portfolio

• Sample Financial Plan

• How to Find a Financial Advisor

• Second Opinion Service

• 4 Ways to Pay for Financial Advice