The Retirement Income Academy
Structured, plain-English learning paths that take you from the fundamentals of retirement income to the strategies and risks that shape a lasting plan — at your own pace, at no cost.
Most people approach retirement having spent decades saving — but very little time learning how to turn those savings into a dependable paycheck. The Academy is built to close that gap. Each track is a guided curriculum that organizes our guides, key terms, worksheets, and assessments into a clear path you can follow.
It's all educational and there's no pressure. When you're ready to apply what you've learned to your own numbers, Tim Hartle — an independent insurance professional — offers a free, no-pressure Retirement Income Review.
Guides & Articles
In-depth, plain-English guides for each topic.
Worksheets
Downloadable workbooks and checklists to use at home.
Assessments
Interactive tools to score your plan and spot gaps.
Video Lessons
Short video lessons are in production for each track.
Foundations
Core Strategies
Fixed Annuities
Principal protection and steady interest — guarantees backed by the issuing insurer, not FDIC insured.
Fixed Indexed Annuities
Growth potential linked to an index, with a floor that protects against market loss.
Retirement Tax Planning
Managing the tax impact of every dollar you withdraw.
IRA & 401(k) Rollovers
Moving retirement accounts without costly mistakes.
Prefer to Talk It Through?
Once you've explored the tracks, put it to work on your own plan. Schedule a complimentary, no-pressure Retirement Income Review with Tim, or call (727) 692-5866.