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
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
Additional Resources

Live Q&A Recording: April 2025
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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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National 401(k) Day Webinar
Watch the reply of this webinar to celebrate National 401(k) Day and learn more about the best tool to build retirement savings, including: • Importance of Early and Consistent Contributions • Maximizing Employer Matches • Investment Diversification
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