📋 Coach's Clipboard

This is where I'll be dropping quick notes, tips, updates, and anything else I think will help you on your journey. Think of it like the whiteboard in the locker room — short, direct, and worth reading.

Finished a module and want to know what changed? I'll post it here. Found a great podcast episode? Here. New calculator feature? You'll see it here first.

Check back often. I'll be adding to it regularly.

You might have noticed a new card in your toolkit: Pick Up Where You Left Off. It remembers which module you were working on last — and it syncs across all your devices through your account.

On the same device, it takes you to the exact spot you left off — middle of a section, partway through a module, wherever you were. Switch to a different device and it still knows which module you were on and takes you to the top of it, ready to go.

I built this because I know how it goes. You get interrupted, life takes over, and three days later you can't remember where you were. Now you don't have to. Your course keeps track so you can just keep moving forward.

This is one of the biggest features I have been waiting to build — and it is finally live.

Retirement Snapshots let you save a copy of your retirement numbers anytime something changes in your financial life. Got a raise? Save a snapshot. Increased your 403(b) contributions? Save a snapshot. Switched to a lower-fee vendor? Snapshot. Paid off a car? Snapshot.

Think of it like a financial photo album. Each snapshot captures exactly where you stand on that date — your salary, savings rate, portfolio balance, pension estimate, income gap, projected retirement balance, and gap status. All in one card.

But here is where it gets powerful: once you have two or more snapshots, you can compare any two side by side. You will see arrows showing what went up, what went down, and by how much. Watching your income gap shrink over time? That is the whole point of this course — and now you can actually see it happening.

How to use it:

1. Go to your Retirement Illustration page
2. Scroll to the bottom and click 📸 Save Snapshot
3. Visit Retirement Snapshots in your toolkit to see all your saved snapshots
4. Select any two and hit Compare Selected to see your progress

I recommend saving your first snapshot today — it is your starting point. Then come back anytime something changes. Over time, you will build a timeline of your entire retirement journey. That is not just education — that is accountability.

The modules teach you what to do. The snapshots prove it is working.

You'll notice something new at the top of your dashboard — a 🔥 day streak counter. Every day you log in, that number goes up. Miss a day, it resets to zero.

I added this for the same reason coaches track practice attendance — showing up consistently is the whole game. You don't build retirement wealth by thinking about it once a month. You build it by making it a daily habit.

Come back tomorrow. Keep the streak alive. Let's see how high you can get it.

Quick note — if you're going through the course on your phone, do yourself a favor and install the app. It takes about 30 seconds and completely changes the experience. One tap from your home screen and you're in — no browser, no typing URLs, no hunting for bookmarks.

Head over to the Install the App card in your toolkit for step-by-step directions. Trust me on this one.