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Retirement Readiness Review
Introduction
Introduction (1:50)
1. Retirement Goal Setting
Part 1: Setting Goals (9:04)
Part 2: Types of Advisors (6:39)
Part 3: Working with a CFP (4:14)
2. Retirement Needs and Expenses
Part 1: Inflation in Retirement (8:42)
Part 2: How Much Do You Need to Retire? (4:48)
Part 3: Case Study (6:51)
Part 4: 4% Rule & the Guyton Guardrail Strategy (8:48)
Part 5: Single Premium Immediate Annuity (SPIA) (6:39)
3. Tax Planning
Part 1: Introduction to Taxes (9:12)
Part 2: Strategies to Save Money on Taxes Pt. 1 (11:08)
Part 3: Strategies to Save Money on Taxes Pt. 2 (10:36)
4. Retirement Income Sources
Part 1: Traditional IRAs (11:05)
Part 2: Roth IRAs (12:15)
Part 3: Other Income Sources (7:14)
Part 4: Social Security Calculation and Benefits (7:35)
Part 5: Social Security Claiming Strategies & Associated Obstacles (17:10)
Part 6: Social Security Future Projections (4:13)
5. Retirement Plan Distributions
Part 1: Defined Benefit Plans (7:02)
Part 2: Defined Contribution Plans (7:46)
Part 3: NUA & Annuity Income (5:53)
Part 4: Withdrawals & Updated Regulations (9:29)
6. Investments
Part 1: Cash Accounts (11:26)
Part 2: Bonds (11:13)
Part 3: Stocks, REITs, & Commodities (9:00)
Part 4: The Asset Allocation Decision (7:47)
Part 5: The Diversification Decision (6:00)
Part 6: The Active vs. Passive Decision (9:18)
Part 7: The Rebalancing Decision (7:09)
Part 8: The Do-It Yourself Decision (6:29)
Part 9: Fixed, Indexed, & Variable Annuities (Tax-Deferred) (15:45)
7. Insurance Planning
Part 1: Disability Income Insurance (6:04)
Part 2: Health Insurance (5:41)
Part 3: Medicare & Supplemental Plans (15:48)
Part 4: Long Term Care Insurance Pt. 1 (13:52)
Part 5: Long Term Care Insurance Pt. 2 (5:47)
Part 6: Term & Cash Value Insurance (11:54)
Part 7: Calculate the Amount of Life Insurance You Need (2:21)
Part 8: Life Insurance Calculator Tutorial (3:01)
8. Estate Planning
Part 1: Creating a Will (8:08)
Part 2: Opening a Trust (7:09)
Part 3: Taxes & Probate (8:55)
Part 4: Property Ownership (6:40)
Part 5: Action Items (6:28)
Please Leave Us Feedback To Improve the Course (0:56)
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Part 2: Opening a Trust
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