This course was created by Madecraft. We are pleased to host this training in our library.
Skill Level Beginner
- As a financial planner, retirement is the number one thing I get asked about. How much should I save? When should I start? Is 30 too young to retire? Is 70 too old? What if I never want to retire? The truth is whether you're just out of high school, have an established career, or are thinking about retiring soon, there are things that you can do today to set yourself up for financial success in the future. I'm Natalie Taylor, and I'm a financial planner, speaker, and Fintech consultant. I've worked with everyone from young professionals, to solopreneurs, to executives navigating complex equity compensation. Now, I focus on professionals in their 30s and 40s with young families. But no matter who my client is, my mission is to help them uncover what's most important to them, make progress on their goals, and enjoy life along the way. In this course, I'll teach you what you need to know to get started, or keep making progress on retirement. I'll explain what various retirement accounts and financial jargon actually mean. Break down complicated tax benefits. Offer strategies for how to anticipate your retirement lifestyle. And help you determine which savings method is right for you. I'll show you how to calculate how much you should be saving, how to track your progress. And ultimately, how to generate income when retirement finally comes. Retirement is something that happens to everyone sooner or later, so why not make it a great one? Join me in this course on how to realistically plan for your future. I'm confident that with a few key measures, you can set yourself up for a great retirement, and most importantly, have a fabulous life along the way.