Retire Comfortably: Planning at Any Age

Finance

Retire Comfortably: Planning at Any Age

Build the future you deserve with smart planning today. This course empowers working adults to create a personalized retirement plan with clear savings targets, account strategies, and timelines, without feeling overwhelmed.

7 episodes51 min total

What you'll learn

Course outline

Episode 1: Define Your Retirement: What Do You Actually Want?

Discover how to visualize your dream retirement. This episode helps you clarify what's truly important for your later years, setting a foundation for effective planning.

Episode 2: The Math: How Much Do You Really Need?

Learn the financial calculations behind retirement planning. This episode breaks down complex formulas into simple, actionable steps to determine your financial target fo...

Episode 3: Account Types: 401k, IRA, Roth and When to Use Each

Explore different retirement accounts and understand how to maximize their benefits. This episode guides you through choosing the right accounts for your retirement savin...

Episode 4: Employer Benefits: Maximize What's Available to You

Utilize employer-provided retirement benefits to boost your savings. This episode reveals strategies to take full advantage of what's offered by your employer.

Episode 5: Catch-Up Strategies: Started Late? Here's the Plan

It's never too late to start planning. This episode offers catch-up strategies for those beginning their retirement savings later in life, ensuring that they still meet t...

See all 7 episodes

Episodes

Enjoying your trial? Unlock the full course.

Subscribe — $1.99/month