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From Savvy Saver to Smart Spender
Module 1
Course Introduction (15:11)
Module 2
Mindset Change (working to retirement) (19:53)
Module 3
Retirement Planning Basics Part I (17:48)
Module 4
Retirement Planning Basics Part II (20:18)
Module 5
Taxes: The Overlooked Expense (16:55)
Module 6
Retirement Withdrawal Conventional Wisdom and its Drawbacks (19:20)
Module 7
A Better Approach to Retirement Withdrawals (18:10)
Module 8
Tax Savings Possible from Pre-RMD Withdrawals: Examples (18:23)
Module 9
How to Test and Pick a Withdrawal Amount (20:59)
Module 10
Customizing Your Own Withdrawal Strategy (14:18)
Module 11
Additional Taxes and Costs Affected by Income, and Roth Conversions (17:50)
Module 12
Review . . . And the Need for Reviews (14:05)
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Review . . . And the Need for Reviews
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