Learn how to organize your finances and craft a plan that ensures that—whatever your retirement goals might be—you'll have the cash you need for your third act.
Overview
Syllabus
Introduction
- Your 72 -year-old self
- The retirement challenge
- Visualizing retirement for you
- Logistics for your third act
- Investing vs. retirement savings: Why they're different
- It's not your money
- Two types of inflation
- Why capital vs. labor
- Rethinking real estate
- Rethinking work
- Setting your baseline/starting point
- Retirement savings: What are the product options?
- Set and forget
- DIY
- Working with professionals
- How to build your financial plan
- Setting up tax-advantaged accounts
- Diversification: What's in your account?
- Minimizing fees
- Lifelong healthy habits
- So now what?
Taught by
Jane Barratt
