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Retirement Planning 101
51 lessons 8 sections
A practical, beginner-friendly retirement course from a certified-planner perspective. Learn how to define your retirement number, choose and fund the right accounts, optimize Social Security, build and protect your nest egg, draw it down tax-efficiently, and avoid the costly mistakes that derail retirements. Finish by building your own complete retirement plan in the capstone.
Educational only - not personalized financial, tax, or investment advice.
Curriculum (51 lessons)
Section 1 - Foundations of Retirement6 lessons
- 1S1 · Foundations of Retirement — Learning Objectives6 minPreview
- 2S1 · Foundations of Retirement — Core Reading — Part 116 min
- 3S1 · Foundations of Retirement — Core Reading — Part 217 min
- 4S1 · Foundations of Retirement — Worksheet15 min
- 5S1 · Foundations of Retirement — Case Study10 min
- 6S1 · Foundations of Retirement — Smart-Move Tip5 min
Section 2 - Retirement Accounts & Vehicles6 lessons
- 1S2 · Retirement Accounts & Vehicles — Learning Objectives6 min
- 2S2 · Retirement Accounts & Vehicles — Core Reading — Part 118 min
- 3S2 · Retirement Accounts & Vehicles — Core Reading — Part 218 min
- 4S2 · Retirement Accounts & Vehicles — Worksheet15 min
- 5S2 · Retirement Accounts & Vehicles — Case Study10 min
- 6S2 · Retirement Accounts & Vehicles — Smart-Move Tip5 min
Section 3 - Social Security & Pensions6 lessons
- 1S3 · Social Security & Pensions — Learning Objectives7 min
- 2S3 · Social Security & Pensions — Core Reading (Part 1: How Benefits Are Calculated & When to Claim)16 min
- 3S3 · Social Security & Pensions — Core Reading (Part 2: Spousal, Survivor, Earnings Test, Taxes & Pensions)18 min
- 4S3 · Social Security & Pensions — Worksheet15 min
- 5S3 · Social Security & Pensions — Case Study10 min
- 6S3 · Social Security & Pensions — Smart-Move Tip5 min
Section 4 - Building the Nest Egg6 lessons
- 1S4 · Building the Nest Egg — Learning Objectives6 min
- 2S4 · Building the Nest Egg — Core Reading (Part 1: Asset Allocation, Glide Paths & Diversification)17 min
- 3S4 · Building the Nest Egg — Core Reading (Part 2: Fees, Catch-Up, Dollar-Cost Averaging & Automation)18 min
- 4S4 · Building the Nest Egg — Worksheet15 min
- 5S4 · Building the Nest Egg — Case Study10 min
- 6S4 · Building the Nest Egg — Smart-Move Tip5 min
Section 5 - Drawdown & Retirement Income6 lessons
- 1S5 · Drawdown & Retirement Income — Learning Objectives6 min
- 2S5 · Drawdown & Retirement Income — Core Reading Part 116 min
- 3S5 · Drawdown & Retirement Income — Core Reading Part 218 min
- 4S5 · Drawdown & Retirement Income — Worksheet15 min
- 5S5 · Drawdown & Retirement Income — Case Study10 min
- 6S5 · Drawdown & Retirement Income — Smart-Move Tip5 min
Section 6 - Taxes, Healthcare & Advanced Planning6 lessons
- 1S6 · Taxes, Healthcare & Advanced Planning — Learning Objectives6 min
- 2S6 · Taxes, Healthcare & Advanced Planning — Core Reading Part 118 min
- 3S6 · Taxes, Healthcare & Advanced Planning — Core Reading Part 218 min
- 4S6 · Taxes, Healthcare & Advanced Planning — Worksheet15 min
- 5S6 · Taxes, Healthcare & Advanced Planning — Case Study10 min
- 6S6 · Taxes, Healthcare & Advanced Planning — Smart-Move Tip5 min
Section 7 - Monthly Income via 401(k) to Roth Conversions8 lessons
- 1S7 · Monthly Income via Roth Conversions — Learning Objectives7 minPreview
- 2S7 · Monthly Income via Roth Conversions — Core Reading 1: How the Pieces Fit16 min
- 3S7 · Monthly Income via Roth Conversions — Core Reading 2: Brackets, IRMAA & the 5-Year Rules18 min
- 4S7 · Monthly Income via Roth Conversions — The Step-by-Step Playbook15 min
- 5S7 · Monthly Income via Roth Conversions — Strategy Variations14 min
- 6S7 · Monthly Income via Roth Conversions — Worksheet: Build Your Ladder15 min
- 7S7 · Monthly Income via Roth Conversions — Case Study: The Morgans10 min
- 8S7 · Monthly Income via Roth Conversions — Smart-Move Tip5 min
Section 8 - Capstone: Build Your Retirement Plan7 lessons
- 1S7 · Build Your Retirement Plan — Overview & How It Works15 min
- 2S7 · Build Your Retirement Plan — Part 1: Your Retirement Number22 min
- 3S7 · Build Your Retirement Plan — Part 2: Accounts & Contributions20 min
- 4S7 · Build Your Retirement Plan — Part 3: Social Security Strategy20 min
- 5S7 · Build Your Retirement Plan — Part 4: Allocation & Risk22 min
- 6S7 · Build Your Retirement Plan — Part 5: Drawdown & Tax Plan23 min
- 7S7 · Build Your Retirement Plan — Putting It All Together25 min