Homework

Watch the 4 videos breaking down the 3 types of accounts you’ll need. At the end, use the calendar tool to schedule a time to talk so we can help you set up the retirement plan you deserve.

Strategy #1

Earning Interest on Your Cash Accounts

IN-Case Accounts: Urgency Funds vs. Emergency Funds

Strategy #2

Purchasing Retirement Income

IN-Come Accounts: Purchasing a Pension Paycheck

Strategy #3

Growing Retirement Accounts with No Fees and No Losses 

IN-Crease Accounts Part One: Yet-To-Be-Taxed Retirement Accounts (IRAs, 401ks, 457s, 403bs)

Strategy #4

Tax-Free Accounts

IN-Crease Accounts Part Two: After Tax Accounts (Roth IRAs, Brokerage Accounts, Checking, Savings)

Have Charlie Review Your Plan.