Planning for Retirement

22 CQ
8 Lessons
Course Info
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    2 CQ
    1. Preparing for Retirement
    A lesson with Jeremy Shipp
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    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.

    Preparing for Retirement
    with Jeremy Shipp

    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.

  • Playing
    3 CQ
    2. Financial Planning for Retirement
    A lesson with Jeremy Shipp
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    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.

    Financial Planning for Retirement
    with Jeremy Shipp

    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.

  • Playing
    2 CQ
    3. Filing for Social Security Benefits
    A lesson with Jeremy Shipp
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    Follow along with financial planner Jeremy Shipp as he discusses the best time to apply for Social Security and what constitutes full retirement age.

    Filing for Social Security Benefits
    with Jeremy Shipp

    Follow 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
    4. Creating a Living Trust
    A lesson with Jeremy Shipp
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    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.

    Creating a Living Trust
    with Jeremy Shipp

    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.

  • Playing
    3 CQ
    5. Having a Mortgage in Retirement
    A lesson with Jeremy Shipp
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    This lesson from financial planner Jeremy Shipp discusses why having a mortgage in retirement, and therefore equity, can actually be an advantage.

    Having a Mortgage in Retirement
    with Jeremy Shipp

    This 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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    4 Comments
    500 characters max

    esteban a
    12 year year olds are supposed to be thinking about retirement wow.
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    Jeremy Shipp
    Haha, the best time to start planning is 10 years ago. The second best time is now.
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    Cedric J
    Thank you for this straight forward counsel.
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    Jeremy Shipp
    You're welcome. Glad you appreciated it.
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