1.1 Let’s start here: Retirement Foundations

Welcome! We’re helping make retirement planning and saving accessible to EVERYONE – regardless of your income, job situation, or where you’re starting from financially.

In the following short videos, we’ll help you feel better and more comfortable, while understanding some essential retirement concepts.

  • Setting a Retirement Age
  • Estimating your Retirement Income
  • Planning for Longevity
  • Sources of Retirement Income
  • Your Retirement Readiness Score

Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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3.6 Keeping the Long View

Let’s end this module by looking at investment returns. Your investment return is how much your investments grow over time. For example, a 5% return

3.5 Staying the Course

Markets go up and down. In the long run, they’ve delivered solid growth—but in the short term, they can be unpredictable. When markets are volatile—like

3.4 Building a Smart Investment Strategy

Building the habit of consistent saving—and making sure those savings are invested automatically—is powerful. Contributing monthly or every payday not only helps you save more,

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