Lessen confusion. Gain clarity. Get ready for retirement.
Feeling less than fully confident about retirement readiness?
Retirement Readiness Course
Review your own accounts for unnecessary fees and expenses
Understand how different investment types work together for your benefit
Decide which types of retirement accounts to keep, use, or close
Simplify your financial life
A message from the instructorFREE PREVIEW
How to navigate this course and provide feedback
Before we begin...
Lesson 1: Why Account Types Are ImportantFREE PREVIEW
Downloadables: Notes, Worksheet, Glossary, Template and Graphic
Lesson 2: Three main account types: Tree Farms, Heirloom Boxes, and Chicken Coops
Lesson 3: Combining Accounts, Or Not
Lesson 4: Before Retirement: Which Comes First?
Lesson 5: After Retirement: Income Choices
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Lesson 1: Why Is It Important to Understand Investment Tools?FREE PREVIEW
Downloadables - Notes for Chapter 2 and Worksheet
Need More Help with Asset Class Worksheet?
Which lessons in this chapter can you skip? Check your knowledge.FREE PREVIEW
Lesson 2: What are Stocks and Bonds?
Lesson 3: Food Groups and Pie ChartsFREE PREVIEW
Lesson 4: Fun With Funds, ETFs, and Asset Allocation
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Lesson 1: Why the magic mix is importantFREE PREVIEW
Downloadable: Notes (Slides) for Chapter 3 with Matrix
Lesson 2: Your Retirementality Readiness
Lesson 3: Buckets: You Saved It Up. Now How Do You Get It Out?FREE PREVIEW
Lesson 4: Your Retirement Lifestyle Plan Matrix
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Congrats! Here's what's next...
More resources for you
Before you go...
“This class helped me tremendously. We have been retired three years and have not been as hands on in keeping up with our retirement accounts, as we were prior to retirement . The class was a great refresher as well as a reminder to stay routinely involved and aware of our whole financial picture. Definitely worthwhile for me. Thanks Holly ! Look forward to hearing about the next course.”
“Although I am familiar with much of the course content, I found the discussions to be fresh and interesting. In some cases, I learned something new. For this reason, I think this course has something for everyone. I think all knowledge-levels w...”→Read More
“Although I am familiar with much of the course content, I found the discussions to be fresh and interesting. In some cases, I learned something new. For this reason, I think this course has something for everyone. I think all knowledge-levels would agree the material presented was explained well and the learning materials provided were very useful. ”→Read Less
Meet Holly Donaldson
Although I didn’t realize it at the time, I was learning a powerful lesson about the value of choices. I was choosing my piggy bank over the latest spur-of-the-moment desire. I still wanted the latest toy the TV commercials put in front of me. But I wanted my piggy bank more.
Over time, my awareness of money evolved into an interest in economics – piggy banks on the grand scale. I learned about the difference it made in individual lives when people chose wisely. And after many years of working with clients of a major commercial bank, I discovered that I had a genuine passion for helping people put all the important pieces of their financial lives on the table, then working with them and other professionals to help them identify and achieve their dreams.
After 15 years of one-on-one coaching and planning with clients, I realized there are many lessons I was delivering that could be taught in the format of a course. I view these courses as one more way to increase what psychologists call "self-efficacy" - a feeling of independence, confidence and competence. Finance doesn't have to be as complicated as it's made out to be.
B.A., Economics, Davidson College, 1986.
M.B.A., Finance and MIS, University of South Florida, 1996
Certified Financial Planner (TM) Certificant, 2004
M.A., Economics, University of South Florida, 2007
I'm a Florida native who loves to hike and ski the Rockies, swim in the Gulf of Mexico, and RV anywhere with my husband, Ken. I have no kids, no pets, and sadly, all plants entrusted to my care have passed on.
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