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Planning for Retirement
22 CQ
8 Lessons
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Free2 CQ
In this lesson, financial planner Jeremy Shipp discusses what it means to be prepared, but also what is more important in the long run than just being OK.
with Jeremy ShippIn this lesson, financial planner Jeremy Shipp discusses what it means to be prepared, but also what is more important in the long run than just being OK.
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3 CQ
Financial planner Jeremy Shipp discusses the real numbers that retirees will face in the coming years, and all the factors that go into figuring those numbers.
with Jeremy ShippFinancial planner Jeremy Shipp discusses the real numbers that retirees will face in the coming years, and all the factors that go into figuring those numbers.
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2 CQ
Follow along with financial planner Jeremy Shipp as he discusses the best time to apply for Social Security and what constitutes full retirement age.
with Jeremy ShippFollow along with financial planner Jeremy Shipp as he discusses the best time to apply for Social Security and what constitutes full retirement age.
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4 CQ
Discover why creating a living trust is the best way to protect your interests by setting up how your assets should be managed at the end of your life.
with Jeremy ShippDiscover why creating a living trust is the best way to protect your interests by setting up how your assets should be managed at the end of your life.
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3 CQ
This lesson from financial planner Jeremy Shipp discusses why having a mortgage in retirement, and therefore equity, can actually be an advantage.
with Jeremy ShippThis lesson from financial planner Jeremy Shipp discusses why having a mortgage in retirement, and therefore equity, can actually be an advantage.
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Comments
Charles S
The important step of funding the Trust was not addressed. This is fairly complex and if not done or done correctly the Trust has no value. Perhaps he idea was that the lawyer would address this but it seems to important to not be mentioned when discussing Trusts.
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Jeremy Shipp
Hey Charles, that's a great point. I kind of danced around the issue by saying, "as long as the trust owns your assets." Since I'm not an attorney I have to be careful how in depth I get about legal matters. But you are correct, proper funding is essential. If the trust doesn't own anything, it is basically worthless.
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