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Retiree Profiles: Lifestyles In Retirement

Financial Wellness Recording

In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.

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Turning Your Savings Into Income: Effective strategies for creating a retirement paycheck

In the realm of retirement planning, much attention is devoted to the saving and accumulation phase. But what about the income phase? Join us in this enlightening video as we delve into this often-overlooked aspect of retirement planning. In this video, we will cover the following key topics: • Identifying Your Retirement Income Needs • Understanding Your Income Personality • Tailored Strategies for Diverse Retirement Income Preferences

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Financial Wellness Money Management Recording Retirement Savings

Kickstart Your Retirement: New Year, New Financial Goals

• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing

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