Pathway Educational Resources

Plain-language tools for planning, protecting, and preparing

Educational resources designed to help you plan, protect, prepare, and make informed decisions with confidence — available for immediate digital access, with printed editions on Amazon where offered.

Available resources

Cover of the Complete HECM Retirement Strategy Toolkit

Retirement Planning

Complete HECM Retirement Strategy Toolkit

Understand how a Home Equity Conversion Mortgage actually works — the responsibilities, the costs, and the questions to ask before anyone asks you to sign.

  • Digital — coming soon

3 included digital bonuses

Instant access + included digital bonuses — $39.99

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The Ruth RoadmapCover image coming soon

Family Stewardship

The Ruth Roadmap

A stewardship study for families rebuilding, restarting, or preparing for a season of change.

  • Digital — coming soon
  • Print — coming soon

2 included digital bonuses

Instant access + included digital bonuses

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Digital purchases are completed through our Stan Store. Printed editions are purchased from and fulfilled by Amazon. Educational materials only. The Pulpit & The People and Pathway Investments 101, LLC are not a lender, broker, financial adviser, insurance producer, tax adviser, or law firm. Nothing here is financial, legal, tax, insurance, mortgage, or investment advice, and no outcome is promised or guaranteed.

For property owners

Home Rescue Program

Facing foreclosure, payment delinquency, relocation, an inherited property, or another difficult property decision? Learn about our transparent and straightforward home-selling process.

Explore the Home Rescue Program

Learn first. Decide with confidence.

Pathway Educational Resources turns complex financial, retirement, estate-planning, and real-estate topics into plain-language educational systems designed to help individuals and families ask better questions, organize important information, and prepare for conversations with qualified professionals.

  1. Step 1: Understand

    Know what you are considering.

  2. Step 2: Organize

    Put your information and documents together.

  3. Step 3: Compare

    Understand alternatives, responsibilities, risks, and tradeoffs.

  4. Step 4: Prepare

    Bring better questions to qualified professionals.

  5. Step 5: Decide

    Make informed decisions based on verified information.

Our standard is truth.

The Pulpit & The People believes education should inform — not manipulate. Our resources are designed around plain language, responsible preparation, documented information, and transparency about risks and limitations.

We do not promise outcomes. We help people prepare to make better-informed decisions.

Free homeowner checklist

10 Questions Every Homeowner Should Ask Before Considering a Reverse Mortgage

A free one-page checklist you can print and bring to a HUD-approved counselor, a family meeting, or a conversation with your own adviser. We will send it to your email along with occasional homeowner education. You can unsubscribe at any time.

We send educational information only. You can unsubscribe at any time.