The Retirement Instructor is a fiduciary financial advisory firm based in Austin, Texas, specializing in comprehensive retirement planning for pre-retirees and retirees with at least $250,000 in investable assets. Their services focus on five key areas: income planning, investment strategies, tax optimization, healthcare considerations, and legacy planning. Central to their approach is the “Retirement Report Card,” a personalized tool designed to assess and address potential gaps in a client’s financial plan. The firm operates with a fiduciary duty, ensuring that client interests are prioritized above all else. Additionally, they offer educational resources, including the book “The Perpetual Retirement Income Machine,” authored by Steve Lewit and Scott Campbell, which provides a step-by-step guide to creating sustainable retirement income. Their mission is to help clients navigate the complexities of retirement with confidence and clarity.