Planning for Retirement: Basics
( 25 Modules )

Module #1
Introduction to Retirement Planning
Overview of the importance of retirement planning and setting goals

Module #2
Understanding Your Current Financial Situation
Assessing your income, expenses, assets, and debts

Module #3
Retirement Goals and Objectives
Defining your retirement vision and setting realistic objectives

Module #4
Retirement Income Sources
Overview of potential income sources in retirement, including Social Security and pensions

Module #5
Understanding Social Security Benefits
How Social Security works and strategies for maximizing benefits

Module #6
Retirement Accounts and Investments
Overview of 401(k), IRA, and other retirement accounts and investment options

Module #7
Investing for Retirement
Basic investing concepts and strategies for retirement savings

Module #8
Understanding Risk and Return
How to assess risk tolerance and balance risk with potential returns

Module #9
Diversification and Asset Allocation
Strategies for diversifying your portfolio and allocating assets

Module #10
Retirement Savings Strategies
Techniques for maximizing retirement savings, including dollar-cost averaging and catch-up contributions

Module #11
Healthcare and Long-Term Care Planning
Understanding healthcare costs in retirement and planning for long-term care

Module #12
Housing and Lifestyle in Retirement
Considering housing options and lifestyle changes in retirement

Module #13
Retirement Tax Strategies
Minimizing taxes in retirement, including Roth conversions and tax-efficient withdrawals

Module #14
Estate Planning and Wills
Basic estate planning concepts and creating a will

Module #15
Power of Attorney and Advance Directives
Understanding power of attorney and advance directives for healthcare and finances

Module #16
Retirement Withdrawal Strategies
Strategies for sustainable retirement income, including the 4% rule

Module #17
Creating a Retirement Budget
Building a budget for retirement, including income and expense tracking

Module #18
Managing Debt in Retirement
Strategies for managing debt, including mortgages and credit cards

Module #19
Retirement Insurance Options
Understanding insurance options, including annuities and long-term care insurance

Module #20
Working in Retirement
Considering part-time work or entrepreneurship in retirement

Module #21
Retirement Lifestyle and Activities
Planning for hobbies, travel, and other activities in retirement

Module #22
Retirement Community and Social Connections
Importance of social connections and community in retirement

Module #23
Retirement Healthcare and Wellness
Maintaining physical and mental health in retirement

Module #24
Reviewing and Updating Your Retirement Plan
Regularly reviewing and adjusting your retirement plan

Module #25
Course Wrap-Up & Conclusion
Planning next steps in Planning for Retirement: Basics career

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