Our Mission
We exist to demystify financial planning through accessible, human-centered education that empowers pre-retirees and retirees to make confident decisions about their financial future. Our commitment is to deliver complete transparency and plain-English guidance without gatekeeping information or pushing sales. We measure success not by conversions, but by the confidence and clarity our students gain - whether they choose to manage their finances independently, improve their current advisor relationship, or seek professional help with full understanding of what they’re buying.
We believe financial planning has been unnecessarily overcomplicated by an industry that profits from confusion. By focusing on personal truths, emotional realities, and practical understanding, we create an environment where complex concepts become approachable and actionable. Above all, we put student empowerment first - delivering extraordinary value with zero expectation of return, building goodwill through genuine education, and ensuring every participant leaves equipped with the knowledge and confidence to take control of their financial journey.
An Introduction
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Your Instructors
Nashoba (Nash) Ren Bailey
Nashoba “Nash” Bailey is an Investment Advisory Associate who creates customized investment solutions and helps retirees work toward their long-term financial goals. Introduced to business and investing at a young age by his father, Bill Bailey, Nash gained early experience through small entrepreneurial projects and even began trading family funds at just ten years old—lessons that sparked his appreciation for risk management and disciplined investing. Over the past seven years, he has deepened his expertise by earning multiple certifications in retirement income planning, tax and estate planning, annuities, and the Chartered Financial Consultant designation. Today, Nash is recognized as a trusted resource for retirees, blending technical knowledge with practical experience. Passionate about improving financial literacy, he leads the Active Retirement Investing workshops at Sacramento State University, Sierra College, and local retirement communities, where he helps retirees build clarity, confidence, and transparency in financial planning.
Hunter William (Bill) Bailey
Hunter William “Bill” Bailey (b. 1953) has built his career on resilience, strategic thinking, and a steadfast commitment to retiree success. Overcoming early challenges, including a childhood house fire, family instability, and severe dyslexia, he developed the adaptability and discipline that have guided his life’s work. Inspired by his father’s military service, Bill spent more than three decades as a reserve deputy sheriff, where responding to critical emergencies reinforced his belief in preparation and sound judgment. In 1980, he transitioned to financial services, providing holistic planning that translates complex strategies into clear, actionable guidance. For more than forty years, he has helped retirees navigate financial crises and market upheavals, consistently emphasizing that disciplined planning and education are essential to long-term resilience. Author of three industry books and holder of a master’s degree in financial services, Bill now serves as founder, mentor, and strategist, guiding his team and retirees with the same foresight and perseverance that have defined his career.