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Retirement Income University
Module 1
Welcome to RIU (0:45)
Super-Simple Retire-Ready Budget (10:27)
Pension vs Lump Sum (18:01)
Have Your Cake And Eat It Too (9:45)
Retirement Rehearsal (7:33)
Module 2
Napkin Math (8:20)
Retirement Calculators (17:05)
Module 3
Investing During Retirement Is Different Than Investing During Your Working Years (4:42)
How A Diversified Portfolio May Act In A Bad Market (12:41)
Total Return! (13:11)
Practical Uses For a Swiss Army Knife Portfolio (9:24)
Module 4
Annuities: Pros and Cons - What You Give vs What you Get (3:40)
The 4% Rule (12:26)
Buckets (14:07)
Guardrails (21:27)
Module 5
What Is My Retirement Tax? (13:43)
The "Perfect RMD" (6:11)
Giving to Charity (14:23)
IRMAA, RMDs, and Roth Conversions (19:22)
Zero-Income Years: How to Benefit (7:55)
RIU Wrap Up (1:05)
Coming Soon - Guest Lecturers & Bonus Material
Bonus! Calculating Your "Retirement Tax" Webinar with Stevin Jarvis CPA (62:46)
Bonus! Death of a Spouse & Taxes Webinar with Stevin Jarvis CPA (64:43)
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Have Your Cake And Eat It Too
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