The Definitive Retirement Masterclass

Make Your Retirement Savings Last For Decades

Watch Seaside Wealth Management’s premium masterclass and gain access to the retirement insights that will turn your savings into dependable income for the next 30+ years.

Plan for a longer retirement based on longevity data

Avoid tax mistakes that quietly drain income

Learn the right withdrawal order to protect your savings

Support family members without putting your future at risk

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Keep More of
What You Saved

Know What Your
Retirement Can Support

Live The Life You Want
For The Next 30+ Years

Most Retirees Are Planning
For The Wrong Reality

A 65-year-old today is expected to live well into their 80s and many into their 90s. Longer lives, higher costs, shifting tax rules, and adult children who still need support leave retirees unsure how long their money will last.

This masterclass is for people in their 50s, 60s, and early 70s who want clear answersfor the real questions surrounding modern retirement.

How much can I safely
spend each year?

How will taxes shape
my retirement income?

Which accounts should I withdraw from first?

How can I help my kids without risking my future?

GET THE ANSWERS

A longer life requires a stronger plan

WATCH THE FULL VIDEO

Meet Your Expert Retirement Guide

Brad Lineberger
CFP®, ChFC®, AIF®, CWS, RICP®

President of Seaside Wealth Management

Brad founded Seaside Wealth Management to give retirees the coordinated planning they rarely receive.

He has taught retirement courses, held leadership roles within the Financial Planning Association, and been featured in outlets such as CNBC, Barron’s, and Money.com.

His expertise has guided hundreds of families through the transition from saving to spending, specializing in helping people understand exactly what their retirement can support, how long their money can last, and which tax and investment decisions protect their future.

What You’ll Get From
The Retirement Masterclass

For the first time, Brad Lineberger reveals the full planning framework Seaside Wealth Management uses with its clients.
This is the complete modern blueprint for a 30-year retirement that most retirees never see.

A Spending Plan Built for Modern Longevity

Discover how to model sustainable spending for a 30+ year retirement, account for rising costs, and build guardrails that keep your lifestyle steady even when inflation or markets shift.

A Tax Strategy That Protects Your Cash Flow

Learn how Social Security taxation actually works, how provisional income determines what portion becomes taxable, and how to use RMD planning and Roth conversion windows to keep more of your money working for you.

Income Mapping That Shows Where Every Dollar Comes From

See how to coordinate Social Security, portfolio withdrawals, pensions, and cash-flow buffers into a predictable income stream so every year of retirement has a clearly defined cash-flow plan behind it.

A Withdrawal Sequence Designed to Make Money Last

Understand how to coordinate taxable, tax-deferred, and tax-free accounts with timing decisions that reduce early-retirement vulnerability and extend the life of your portfolio.

A Framework for Supporting Family Responsibly

Get a clear way to help adult children or aging parents built around gifting rules, cash-flow boundaries, and tax-smart support strategies that won’t put your own long-term security at risk.

What Sets This Masterclass Apart?

This masterclass pulls together the deeper mechanics behind how income, taxes, investment risk,
and timing work together to determine whether your savings last 20, 30, or even 35 years.

Strategic Clarity

Understand the forces that quietly reshape retirement like market volatility, inflation spikes, tax bracket creep, and how Social Security interacts with your other income.

Long-Term Thinking

See how the next decade connects to the one after that, and why early decisions now will shape outcomes far into the future.

Coordinated Planning

Learn how income, taxes, investments, and timing will result in more savings when they work together as one system rather than separate pieces.

Modern Retirement Expertise

Get guidance shaped by today’s realities: longer lifespans, higher medical costs, the loss of pension income, evolving tax rules, and multi-generational responsibilities.

You’ve Built Your Wealth.
Get The System To Protect It

Many people work decades to accumulate their wealth. But they never get a clear system that shows how that wealth can support income, taxes, and decisions year by year.

This masterclass reveals the framework that turns your savings into a retirement that lasts with income mapping, tax coordination, and investment structure built for the realities of modern longevity.

Watch the masterclass