What Does $1.5 Million Actually Give You in Retirement?
Everyone throws around big retirement numbers. Here is what $1.5 million could actually turn into each year, using the 4% rule and Social Security, in plain English.
NEXT UP MONEY
Your money. Your next move.
We teach everyday people how money actually works. Retirement, investing, 401(k)s, brokerage accounts, and the financial news, explained in plain English.
NEXT UP MONEY
Your money. Your next move.
We teach everyday people how money actually works. Retirement, investing, 401(k)s, brokerage accounts, and the financial news, explained in plain English.
Retirement
401(k)s, IRAs, Roth accounts, Social Security, and how much you might actually need.
Investing
Stocks, ETFs, bonds, and how to open and understand a brokerage account.
Money Basics
Budgeting, saving, emergency funds, debt, credit, and moving from consumer to owner.
Services Overview
Unlock Your Entrepreneurial Potential
LLC Formation
Simplify the process of starting your business with our expert guidance on forming your LLC.
Financial Education
Gain the knowledge and skills you need to manage your finances effectively and make informed decisions.
Business Credit Building
Strengthen your business’s financial standing by building and improving your business credit with our assistance.
Funding Assistance
Access the capital you need to fuel your business growth with our personalized funding solutions.
Why Choose Us
0
+
Years of Experience
1200
+
Happy Customer
40
+
Certified Members
90
+
Countries
Nobody taught most of us this stuff.
Maybe you’ve had a 401(k) for years and still aren’t sure what’s in it. Maybe you’ve wanted to start investing, but opening an account feels like a test you never studied for. Maybe you just want to know if you’re on track to retire. You’re not behind because you’re not smart enough. You’re behind because nobody sat down and explained it. That’s what we’re here for.
1. Join the Free Community
Ask anything. No question is too basic.
2. Come to a Live Class
In “Open Your First Brokerage Account Together,” you fill out your own account on your own device while we explain every screen.
3. Keep Learning
YouTube, the newsletter, and The Next Up Money Show.
Testimonial
"Next Up Innovations has been instrumental in launching my business. Their expert guidance, personalized coaching, and financial education were invaluable. I highly recommend them to any entrepreneur seeking to succeed."
Miriam Webster
5 star ratings
from 100s of customers
Meet the Founder
Hi, I'm Lee.
I’ve been building businesses since the early 2000s, and I come from a family of business owners. Here’s what I learned watching the people closest to me: earning money and owning your future are two different things. My parents worked hard their whole lives, and neither one was ever taught how retirement works. Next Up Money is the conversation I wish someone had with them years ago.
Education only. No sales pitch.
We don’t sell investments, manage money, or tell you what to buy. We teach you how things work so you can make your own decisions with confidence. And we will never DM you about an investment opportunity or ask for your passwords or account information.
Starting a business? Start it right.
Form your LLC, get your EIN, open a business bank account, and learn how to build business credit, in just two guided sessions. You do every step yourself on your own accounts, and we walk you through it.
Education and guidance only, not legal, tax, or credit repair services.
Latest Lessons
The #1 Reason Why You Should Create an LLC: Asset Protection
Starting a business is an exciting journey filled with visions of growth, innovation, and success. However, amid all the enthusiasm,
Demystifying LLC Formation
Forming an LLC is a critical step for entrepreneurs looking to start their own businesses. In this post, we provide
Your next move starts here.
Join a free community of everyday people learning how money works, one plain-English lesson at a time.