Bonus Video Episode: Ep. 224 - How to Grade Your Retirement

01/05/2025 49 min

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Episode Synopsis

"I want an A+ retirement, not just a passing grade. What are the steps I need to take to get there?" In this episode of the Retirement Education Hour, Kirk and Financial Instructor Michael explain that retirement shouldn't be graded like a pass/fail college course. People judge if they've had a successful retirement based on whether or not they outlive their money. But that's not the appropriate way to approach your retirement. There are better ways to grade, based on your outcomes.Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.