You’ll have lifetime access to the audio files once purchased — study at your own pace.

Yes. The Updated Edition is streamlined to cover all required topics, while the Legacy Edition includes extended commentary and examples.

We encourage using these audio lessons as a supplement to your primary textbook or study materials — not as a replacement. For best results, combine audio-based review with reading and practice exams.

Please note: topics like IRA, Keogh, pension plan, and 401(k) contribution limits may change annually. For the most current figures, always verify directly with the IRS:
👉 https://www.irs.gov/retirement-plans

Absolutely — these lessons work great on their own or alongside other prep courses like STC, Kaplan, or Solomon.

The Updated Edition is faster and more concise. The Legacy version includes over 30 hours of instruction and is great for repetition.

Yes. If you’re not satisfied, contact us within 30 days and we’ll make it right.

You have two easy options:

1. Download the MP3 files to your computer and then upload them to your iPhone, Android device, or preferred media player.

2. Stream the lessons instantly using your Gumroad account on any device — no downloads required. Just log in via the Gumroad app or your web browser after purchase.

You’ll have lifetime access, so you can listen on your schedule — anywhere, anytime.

Here is further information on listening