RETIREMENT EXPERT: The 3-Point Checklist You MUST Have Before Retiring Comfortably
00:00 Intro - Alicia Munnell
00:46 Retirement Security
02:00 The Checklist - When to Claim Social Security
03:13 The Checklist - Draw Down Plan
03:42 The Checklist - Use Home as an Income Source
05:31 Accumulation vs Decumulation
06:47 Room for Improvement - Claiming Early
08:44 Room for Improvement - Not Utilizing a Roth Conversion
09:59 Reflection
11:37 Bloopers
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Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.
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