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Retirement Preparedness

Recording Retirement Optimization

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

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Balance scale with coins and upward trend on the left and a shield and gears on the right, symbolizing finance versus security.
Recording Resources

Building a Retirement-Ready Portfolio: Balancing Risk, Reward & Market Changes

Learn how to build a portfolio that supports long-term growth and weather changing markets. We’ll cover how to balance risk and reward as retirement approaches.

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Video intro image graphic about Retiree Profiles: Lifestyles In Retirement. Video presented by Greg Klein of Hays Financial Group
Financial Wellness Recording

Retiree Profiles: Lifestyles In Retirement

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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Are You on Track With Your Finances?

You work hard for your paycheck. Is your retirement plan keeping up? Join HFG’s Greg Klein, CFP® for practical tips to help you stay on track for retirement.

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