Save My Retirement Masterclass


Class is open! Enrollment ends May 13, 2022

You work hard to make money. You deserve to keep as much of it as you can to take care of yourself today and yourself in the future. Saving for retirement in the United States is confusing. How do you start?

What accounts can you use? What are the differences between them? Did you know that you could lose up to 40% of your wealth over your lifetime, if you do not take advantage of accounts that give you a break on your taxes?

I spent the last 15 years of my life understanding the best ways to save for retirement while saving on taxes. By age 31, I mastered the ability to work optional (Financial Independence / Retire Early - FI/RE) by knowing the answers to key questions such as "should I do a 401(k) or IRA?" "Should I do a traditional or Roth?" "I maxed out my 401(k), now what?" and more.

Learn it all in 3-4 hours

Learn everything you need to know about retiring in the U.S., from someone who has done it all. This is a crash course that is aimed at helping beginners based in the United States learn about saving for retirement, with topics such as:

  • The financial habits you need to successfully save for retirement
  • When to start saving for retirement if you have debt
  • Where to put extra money if you have debt
  • How to estimate how much you need to retire and how retirement calculators work
  • How to make sure that the money you put in an account is invested
  • How to balance saving for yourself vs. children
  • How taxes work when investing

The accounts that will be explained to you include

  • Traditional and Roth 401(k)
  • Traditional and Roth 403(b)
  • Traditional and Roth 457(b)
  • Traditional and Roth TSP
  • Traditional and Roth IRA
  • Rollover IRA
  • Taxable brokerage
  • Health Savings Accounts
  • Spousal IRAs
  • 529 accounts
  • Coverdell ESA
  • Custodial IRA
  • Solo 401(k)
  • Wills and estate planning
  • Term life insurance
  • Whole life insurance
  • IUL insurance
  • Best resources for further research
  • What robo advisors do

If you're interested in FI/RE, this course goes into even more advanced topics including:

  • Roth conversions
  • Backdoor Roth
  • Megabackdoor Roth
  • Roth conversion ladder
  • Rule 72(t)
  • Putting all the accounts together in an optimal way, depending on your unique circumstances

How does the class work?

  • You receive lifetime access to the Masterclass videos upon purchasing
  • In the first 60 days, you will receive unlimited email support and prompts to help you pace yourself through the class
  • Once you purchase, you will receive access to 2.5 hours of videos packed with easy to read graphics, narrated by Shang
  • The class is split into 10-20 minute chapters so that you can watch at any time, even when you are super busy!
  • You will be invited to a Zoom call with Shang to get your individual questions answered anonymously. The Zoom will be recorded
  • Your purchase includes a PDF of all the graphics and visuals from the class so you can take your own notes and reference whenever you needed when the class is over

A 7 day refund policy is available. Please email

  • Lifetime video access, PDF notes, and an Excel spreadsheet

  • Lifetime video access, PDF notes, and an Excel spreadsheet
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Save My Retirement Masterclass

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You'll be charged US$199.