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Tools & video learning

Simple calculators and short videos that explain how money really works. No sign-up, no jargon.

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Video learning

Short lessons, plain English

Watch Garrett on The Wealth Strategist Podcast, plus short lessons from our team on the topics people ask us about most.

The Wealth Strategist Podcast · Episode 1

Your clients have financial advisors. But who's connecting the dots?

Garrett co-hosts the podcast with Mike and Elizabeth Wilson. In the first episode they talk about why your plan works better when someone connects the pieces: planning, investing, taxes and estate.

More episodes on YouTube →
Coming soon

How much do I need to retire?

What the 4% guideline means and what can shrink the number.

Coming soon

Taxes for business owners

Entity setup, owner pay and the write-offs most people miss.

Coming soon

Wills vs. trusts

What each one does and how to protect what you leave behind.

Easy tools · no sign-up

Get an answer in 60 seconds

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What do you need for retirement?

You'd need to save about
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This is only part of the picture. Tap anything that applies to you:

Each of these can change how fast you get there. A discovery call shows you how.

Find my faster path →

Uses the common 4% guideline (about 25 years of income) in today's dollars. The range runs from a 4% to a 10% average return. Education only, not a guarantee.

Compound growth calculator

Works like the SEC's Investor.gov compound interest calculator.

Could grow to
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Purple line: your estimate. Shaded band: the low-to-high range. Dashed line: what you put in. The S&P 500 has averaged roughly 10% a year over the long run, before inflation, taxes and fees. Past results don't guarantee future returns. Hypothetical, for education only.

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Need accounting or taxes? You can pick that on the next page.

Calculators and videos are for education only and are not investment, tax or legal advice. Results are hypothetical and not guaranteed.