Introduction
Your 72 -year-old self
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The retirement challenge
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1. Rethinking Retirement
Visualizing retirement for you
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Logistics for your third act
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Investing vs. retirement savings: Why they're different
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2. Changing Your Mindset
It's not your money
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Two types of inflation
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Why capital vs. labor
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Rethinking real estate
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Rethinking work
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3. What's the Right Strategy for You?
Setting your baseline/starting point
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Retirement savings: What are the product options?
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Set and forget
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DIY
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Working with professionals
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4. Creating Your Plan and Making It Happen
How to build your financial plan
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Setting up tax-advantaged accounts
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Diversification: What's in your account?
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Minimizing fees
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Lifelong healthy habits
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Conclusion
So now what?
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Ex_Files_Start_Young_Retirement.zip
(72 KB)
Glossary_StartYoungBestRetirement.zip
(1000 KB)