Retirement 101

Check out our online, on-demand course and start working at living today! www.retirement101.org Have a safe and happy 4th of July weekend everyone! ... #PCMTV #retiredlife #retirementcommunity #sandiego #orangecounty #retirementcommunity #retirementplanning #Retirement #retired #RetirementPodcast #fiduciary #estateplanning #401k #financialplanning #financialservices See more

The core CPI is the highest we've seen in 30 years, raining in at a whopping 5.2%! Watch S2EP13 replay to get all the information you need for your retirement portfolio! https://bit.ly/3h38zJ7 ... #PCMTV #TopFinancialPlanner #sandiego #orangecounty #assetallocation #investmentmanagement #podcasting #retirementplanning #retirement #fiduciary #wealthmanager #PortfolioManagement #CFP #estateplanning #401k #financialplanning #wealthmanagement #financialservices #IN40 #retirementgoals #retirementincome #retirementcommunity #RetirementPodcast

Happy Friday! It's national take your dog to work day, and we're celebrating with our favorite CFDO (Chief financial doggo officer) Dashie! Have a safe and fun weekend everyone!

Long Term Care Planning: What are your thoughts on it? Do you pay for it right now? Are you trying to manage a potential risk 20 years down the road? #longtermcare #managingrisk #retirement101 #geteducated #financialdecisions

When do you plan on taking #social #security? Now? Wait so you can get a larger monthly check? What’s the right answer for your #family? I’ll give you a hint... money now is worth more than money in the future (#inflation is the silent killer). Click on the link in our bio for more information on how to make good #financial choices in #retirement!

Here at #Retirement 101 students will learn how to answer the most important questions they have regarding their #retirement. Students will be provided the building blocks of how to create goals for retirement, construct their personal #financial #statements, and how to make better decision with their #assets, #liabilities, #income, and #expenses. We will take a deep dive into #tax planning using #Roth #IRA conversions, #estate planning with #wills & #trusts, and #investing in today’s #market. Students will even be given strategies to determine how they will take income from their #savings in retirement and not be in fear of running out of #money. Most importantly, they will leave the #class with confidence that they will be capable of making the right decision because It’s Just Math! #itsjustmath #askalie

Ask ALIE: #assets #liabilities #income #expenses It’s just math!

Retiring today necessarily means making decisions. Should I pay off my mortgage? When should I draw Social Security? Should I do a Roth conversion? And many more. Helping students understand what these decisions mean and how it impacts their happiness is what our course is all about. #retirement101 #education #retirement #classes #taxes #401k #taxcalculator #socialsecurity