Lesson 1
In this lesson we will discuss the challenges faced when attempting to find the "perfect" investment or product for retirement savings.
Looking for smooth sailing?
You can't guarantee that retirement will be smooth sailing, but with the right knowledge you can be better prepared to weather the challenges.
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Lesson 2
This lesson focuses on how to be tax wise during retirement by becoming better tax diversified.
Lesson 3
Learn how to transfer savings from employer provided 401k or other retirement plans with an IRA rollover.
Lesson 4
Being tax wise during retirement requires understanding how Social Security benefits are taxed.
Lesson 5
Watch a brief case study illustrating how annuities add greater certainty to retirement income.
Lesson 6
Indexed annuities can help grow savings when markets are up, while protecting against market losses.
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Lesson 1
There are many factors to consider when choosing a benefit start date. In order to make the best decision for you, there are some basic things you need to know about Social Security.
Maximizing Social Security
Is it time for Social Security? Well, why not have it supersized? This library of educational videos is devoted to helping you to maximize all that you’ve got coming from your Social Security.
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Lesson 2
Learn the importance of your full retirement age and why it may not be the best age to start collecting benefits.
Lesson 3
The way benefits are taxed can come as a surprise. Learn more about the Social Security tax torpedo.
Lesson 4
The focus of this lesson is on maximizing the spousal benefits available to many married couples.
Lesson 5
Divorced spouses may be eligible to claim benefits based on an ex-spouse’s Social Security record.
Lesson 6
The age you start collecting retirement benefits can have a large impact on the amount of any survivor benefits.
Lesson 7
In this lesson we will focus on the earnings test and how benefits can be impacted by continued employment.
Lesson 8
Some public sector employees face possible reductions in benefits due to WEP and GPO provisions.
Lesson 9
In this lesson we will provide instructions for obtaining your benefit statement online from the Social Security website.
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Lesson 1
The first thing you need to decide is if you want to stay with original Medicare or choose one of the newer Medicare Advantage plans. Get an overview of both in this brief lesson.
It's game time.
Ready? Because this video course is purely educational and is designed to walk you through Medicare step-by-step and get you over the finish line. Best of all, it's 100% FREE. No catch, no gimmick, no product pitch and no pressure.
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Lesson 2
Three life events determine when you can enroll in Medicare without lifetime penalties. Learn which might be the best for you.
Lesson 3
There are six gaps in what Medicare covers. Learn about supplemental plans that can help you reduce your out-of-pocket health care expenses.
Lesson 4
Budgeting for future health care is important when planning your retirement. In this lesson you’ll learn about Medicare related expenses.
Lesson 5
Drug coverage is a key to comprehensive health care. Learn about the two basic ways to help pay for your medications.
Lesson 6
