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Your Retirement Plan Checkup: Time to Refocus and Realign
Module 1
Meet your instructor, Van Richards, ChFC®, RICP® (3:34)
Welcome and Course Overview (6:15)
Module 2
The Power of Regular Retirement Reflection (8:57)
Interactive Quiz: Where Are You in Your Retirement Journey?
Module 3
Universal Action Items: What Everyone Needs (14:06)
The Retirement Planning Essentials
Module 4
Stage One - Just Beginning: Build Your Foundation (17:30)
Your Getting Started Action Guide
Discover Your Investor Profile
Finally: Model Portfolios
Module 5
Part 1: Stage Two - Halfway There: Assess Your Progress (13:39)
Part 2: Stage Two - Halfway There: Optimize Your Strategy (8:40)
Model Portfolios: Balanced Through Conservative Allocations
Stage Two: Your Mid-Career Action Plan Worksheet
Module 6
Part 1: Stage Three - Nearing Retirement: Healthcare Bridge Planning (15:09)
Part 2: Stage Three - Nearing Retirement: Portfolio Transition (12:39)
Part 3: Stage Three - Nearing Retirement: Creating Your Income Plan (19:36)
The Easiest Retirement Budget Worksheet
Probability vs. Safety Quiz
Standard Portfolio Allocation Models
Module 7
Your Next Steps (9:28)
Important Disclosures (2:00)
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Stage One - Just Beginning: Build Your Foundation
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