Jesse Bogle
Lead Analyst · Retirement-Income-Planning Educator
Jesse helps retirees approach income and long-term wealth with an emphasis on investment quality, sound principles, and disciplined decision-making.
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A value-investing practitioner and advocate for long-term wealth education, Jesse leads retirement-income planning education for people seeking durable income and continued wealth-building throughout retirement. His approach prioritizes investment quality and views markets through a disciplined, long-term lens. Lasting success rarely comes from predicting every market move; it comes from maintaining sound principles through full market cycles and allowing time to become a partner in building wealth.
Fred Egler
Digital Assets Analyst · Financial Educator
Fred translates blockchain innovation, decentralized finance, and emerging digital markets into practical education.
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Fred focuses on quantitative, practical research for blockchain education and follows innovation, market trends, and the future of decentralized technology. With experience leading enterprise AI and blockchain development, he teaches the Web3 ecosystem through the lens of early blockchain projects, decentralized finance, and the emerging digital economy — helping learners understand both the potential and the risks shaping the future of blockchain finance.
Kelly Davis
Retirement-Planning Assistant
Kelly connects retirement education with personal goals, family priorities, and the freedom to choose how to live.
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Kelly expands access to retirement and financial education through learning programs, community outreach, and member initiatives. Her work moves past pure return rates and account balances to help members build the freedom to design their post-career lifestyle, plan for unexpected risks, and protect loved ones. She believes success is not a single number, but supporting every Retirement Income Warrior to pursue a retirement aligned with their personal goals.
Patrick Green
Estate-Planning & Compliance Attorney
Patrick helps retirees and families understand the legal questions behind legacy planning and asset protection.
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Patrick is an estate-planning attorney with nearly 15 years of legal experience. He focuses on helping retirees and families understand wealth transfer, wills and trusts, asset protection, and family legal matters that may reduce future risk and conflict. By connecting legal education with thoughtful planning, he helps members prepare a more secure foundation for the next generation.
Brian Baker
Psychologist · Retirement Transition Consultant
Dr. Baker supports the emotional, financial, and lifestyle adjustments that accompany the move into retirement.
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Dr. Brian Baker specializes in the emotional and financial sides of retirement and later-life transitions. Drawing on extensive practical experience, he helps individuals and families navigate the transition from working life to retirement and respond constructively to the financial, emotional, and lifestyle changes that can accompany it.
Michael Anderson
Pastor · Faith-Community Advisor
Michael brings a faith-centered perspective to family care, purpose, resilience, and community connection.
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Michael is a faith leader devoted to family care, life accompaniment, and community building. His years in ministry taught him that a pastor’s calling extends beyond delivering a message in church: it means walking alongside people through life, sharing blessings in moments of joy, offering strength during hardship, and helping them rediscover direction when the path feels uncertain. He believes a person’s value is defined not by how much they possess, but by how much they give and how many lives they touch.
Retirement Income Warrior provides education, not individualized investment, tax, legal, or financial advice. Professional credentials and applicable registrations should be independently verified before engaging any professional service.