Tutorial Details: 7 lessons, 30 minutes
Our 7 Personal Decision Points retirement planning tutorial covers the critical decisions you need to consider when transitioning to retirement. It addresses questions like:
- When can I retire?
- How much money do I need?
- Do I have the right investments?
- What about taxes and my estate?
We like to think of it as a retirement checklist and believe it is an essential first step in the retirement planning process.
Simplifying Social Security
Tutorial Details: 5 lessons, 25 minutes
Social Security, an essential part of your retirement preparation has become increasingly complex. This tutorial will simplify Social Security by addressing the most common questions retirees have.
- When should I file?
- How do I properly mix it in with my other income sources?
- How does social security impact taxes?
With retirement growing increasingly complex, Baby Boomers need to be aware of the products, promises, and people that may not be in their best interest. This tutorial addresses
- Non-traded REITS
- Types of “advisors” to be wary of
- Guaranteed returns
Life In Retirement
With longer lifespans, rapid innovations in technology, and a shifting perspective about the idea of life after work, today’s retirement is unlike that of any generation in history. This tutorial introduces Hanson McClains Future Framework: a new approach to understanding what the happiest retirees have done to retire well.