Start Young for Your Best Retirement

Learn how to organize your finances and craft a plan that ensures that—whatever your retirement goals might be—you'll have the cash you need for your third act.

Introduction

• Your 72 -year-old self
• The retirement challenge

1. Rethinking Retirement

• Visualizing retirement for you
• Logistics for your third act
• Investing vs. retirement savings: Why they're different

2. Changing Your Mindset

• It's not your money
• Two types of inflation
• Why capital vs. labor
• Rethinking real estate
• Rethinking work

3. What's the Right Strategy for You?

• Setting your baseline/starting point
• Retirement savings: What are the product options?
• Set and forget
• DIY
• Working with professionals

4. Creating Your Plan and Making It Happen

• How to build your financial plan
• Setting up tax-advantaged accounts
• Diversification: What's in your account?
• Minimizing fees
• Lifelong healthy habits

Conclusion

• So now what?