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Learn it liveBook a private, online, screen-share hour and I'll walk you through the AI Retirement Income Planner from the ground up — how it works, how to put your numbers in, and the retirement concepts behind the results — so you finish able to build and question a plan on your own.
We move at your pace and focus on what matters to your situation. A typical hour touches most of these.
The guided setup wizard and the Edit tab — building your five-phase plan and entering your numbers without guesswork.
Importing current tax figures — with or without an AI key — and how the planner keeps its assumptions up to date.
How the optional AI assistant works, connecting your own key (the planner runs fully without one), and using AI to look up things like state tax rates.
The self-auditing help system that fact-checks the planner's own text and rules against current law — what it does and when to run it.
Saving plans as JSON files, importing them back, and building a personal library of scenarios — plus comparing saved plans side by side.
Making sense of the outputs that matter — guardrails, the confidence score, the stress test, the Social Security optimizer and drawdown strategies.
Setting up the planner for your situation — US, UK, Canada, Australia, the Eurozone or expat — so the tax and healthcare model fits you.
Bring your own questions. If there's a corner of the planner you're unsure about, this is the time to ask.
A tour of the built-in help so you can keep going on your own — see the next section.
To get the most from the planner it helps to know a few ideas it relies on. We explain what each one is and why the planner treats it the way it does — plain-English literacy, never a recommendation about your money.
Modified Adjusted Gross Income — the figure that drives so many thresholds, and why the planner watches it closely.
How health-insurance subsidies work before Medicare, and the income "cliff" the planner helps you see coming.
Cost-sharing reductions — the extra Silver-plan help many people miss, and where it shows up in the plan.
The Medicare premium surcharges that kick in at higher incomes, and how the planner flags them.
Required Minimum Distributions — when they start and why they matter for later-life tax.
The basic mechanics of converting, and how the planner (and the Roth Optimizer) model the trade-offs.
The planner is built to be self-teaching. Part of the session is a quick tour of everything that's already inside it, so you're never stuck after we hang up:
Prefer to read first? The How it works and Getting started pages are a good free primer before you book.
We build a plan together during the session and I email you the JSON file afterwards, so you leave with a working starting point you can keep tweaking.
You'll be able to set up the planner, run scenarios, and read the results without second-guessing every screen.
The whole point: understanding the assumptions well enough to challenge them — so the plan you build is one you actually trust.
One hour, online, screen-share. Pay securely, then pick a time that suits you — the session is confirmed once you choose your slot.
A private, guided walkthrough of the planner — perfect if you already have it and want to use it well.
Not financial advice · Session terms
The session plus Planner v7 and the Roth Conversion Optimizer — the software added at a discount.
Software + session · Session terms
Tick the box above to enable booking. Payments are handled securely by Stripe. Promo codes can be applied at checkout.
Choose a session above and check out through Stripe. If you picked the bundle, your software download is ready straight away.
You're taken to a booking page and emailed a scheduling link. Choose a slot that suits you — a Google Meet link is added automatically.
We share screens for your hour. Afterwards I email you the starter scenario file we built together.
Haven't booked yet? No problem — your scheduling link stays valid, so you can pick a time whenever you're ready.
No. A session is educational instruction — I teach you how the software works and what the concepts mean. It is not financial, tax, or legal advice, I don't give personalised recommendations, and I won't tell you what to do with your money. For advice tailored to your circumstances, speak to a licensed professional. Full details are in the session terms.
Not necessarily. If you already own it, book the standalone 1-hour session. If you don't, the "1-hour session + the planner" option bundles the software in at a discount so you're ready to go.
Google Meet, running in your browser — the link is added to your calendar invite automatically. There's nothing to install and no account to create.
No. We can work entirely with sample numbers, or with whatever figures you're comfortable showing on screen. Nothing sensitive is required, and I don't ask for account numbers, passwords or the like.
Yes — please give reasonable notice using the link in your confirmation email. The reschedule, cancellation and refund terms are set out on the session terms page.
Just email dev@webnomad.org with a few times that would work for you and I'll do my best to accommodate them. Once we agree a time that suits us both, you'll receive a calendar invitation by email with the Google Meet link.
That's fine. Your scheduling link is emailed to you and stays valid — pick a slot whenever it suits you. If you have any trouble, email dev@webnomad.org.
One focused hour and you'll be building plans with confidence.
