"Create a Comprehensive Financial Plan"

7 Free Video Lessons

Disclaimer: These video lessons do not provide investment, tax, legal, or any professional advice. Personal financial decisions should not be implemented based on its content. Do not act without first consulting a licensed investment, tax, or legal professional.

Creating a Balance Sheet (Net Worth Statement)

 

Bond Education Summary

 

Term Life Insurance Summary

 

Reviewing a Federal Tax Return

 

Retirement Distribution Order of Operations

+ Retirement Spending Plan

 

Early Retirement Distribution Strategies

 

Medicare + IRMAA

Download the 2023 Medicare Chart
 
Review the comprehensive video lesson outline here!