Can I Retire?
-
Retirement Planning Course Intro (5:27)
-
Your Expenses - Most Important Aspect of Retirement Planning (8:26)
-
No Rules of Thumb (12:30)
-
Deep Dive Into Expenses In Retirement (5:33)
-
Top 5 Expenses for Retirees (11:50)
-
Housing Costs in Retirement (6:49)
-
Property Taxes (6:57)
-
Medicare Expenses (8:14)
-
True Costs of Health Care in Retirement (8:11)
-
Utility Costs (11:15)
-
Expense Breakdown (4:32)
Social Security / Case Studies
-
Case Study Beginning - Married Couple (8:37)
-
Why You MUST Know How Your Social Security Benefit is Calculated (11:07)
-
How to Figure Your Social Security Benefit (13:14)
-
What Happens To Wanda's Social Security if She Stops Working at 62? (10:34)
-
Wanda Worker Works till 67 (8:42)
-
Social Security Average Indexed Earnings (7:26)
-
Social Security PIA and FRA (6:05)
-
When Can Charlotte and Josh Retire? (9:35)
-
The Two-Step Process To Understanding Your Taxes In Retirement (7:44)
-
How Charlotte & Josh Can Retire With “Only” $238,000? (10:16)
-
Comparing Wanda Worker Social Security Statements 2018 and 2019 (5:56)
-
Single Suzy Social Security Benefit Calculation (5:29)
-
Single Suzy at 62 (10:31)
-
How Single Suzy Can Retire (Using Software) (15:51)
-
How Single Suzy Retires at 65 (13:27)
-
Single Suzy Various Retirement Scenarios (18:04)
-
Can Charlotte and Josh Retire at 62 - Software (13:05)
Strategies
-
Reverse Mortgages Tutorial (16:03)
-
Reverse Mortgages Pros and Cons (7:40)
-
Lump Sum Or Pension? (12:39)
-
Investing (14:02)
-
Bonds (9:56)
-
Future Investment Returns (12:36)
-
Estate Planning - Wills (9:16)
-
Estate Planning - Power of Attorney (6:14)
-
Estate Planning - Health Care POA/Living Wills (4:23)
-
Estate Planning - Living Trusts (8:40)
-
Estate Planning - Critical Roles In Living Trusts (12:21)
-
Asset LOCATION (16:40)
-
What YOU Need To Do Part 1 (9:09)
-
What You Need To Do Part 2 (5:52)
Resources
