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Simplify Your Retirement

Class Welcome
Introduction to Class
Module 1
Introduction
Don't Let Your Portfolio Take a H.I.T. and The Risk Multiplier
Traditional Methods and Other Risks
Module 2
Introduction
Average vs. Real Rate of Return
Sequence of Returns Risk
Module 3
Introduction
Tax Classifications
Asset Classes and Product Types
Module 4
Introduction
Annuities 101
Life Insurance 101
Module 5
Introduction
Social Security 101
Medicare 101
Module 6
Introduction
Retirement Planning Basics: The Principles
Retirement Planning Buckets/The Philosophy
Module 7
Introduction
Case Study 1: Income Need
Case Study: No Income Need
Module 8
Introduction
Legacy Planning
Choosing a Financial Advisor
Conclusion
Course Wrap-up and Next Steps

Legacy Planning

Simplify Your Retirement Module 8
By: Stephen Stricklin
33 minutes
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