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Retirement: Greatest Hits

Recording Retirement Optimization

Want to hear about some of the most popular topics that come up in retirement plan meetings? Then watch this video on Retirement: Greatest Hits. We cover how much you need to retire, Roth savings, taking distributions from your account, and more!

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Women, Retirement, and Their Unique Planning Considerations

In this insightful presentation, we explore the unique considerations women should keep in mind when planning for retirement. Discover key insights and practical strategies to help women achieve financial security and independence in their golden years. • Longer Lifespans: Women typically live longer than men, making long-term financial planning crucial. • Earnings Disparities: Addressing wage gaps and career interruptions is vital for building robust retirement savings. • Caregiver Roles: Balancing caregiving responsibilities with retirement saving strategies is essential for financial well-being.

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Get Started Saving for Retirement

In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".

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