Financial Wisdom with Milan

Planning today for a better tomorrow

Free retirement videos every week, in plain English. Over 30 years of experience helping people reach their financial goals, now on YouTube for anyone in the five years before or after retirement.

Milan Prastalo
Retirement Readiness Checklist, first page
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The Retirement Readiness Checklist

15 things to check in the five years before and after you retire: income, health, the paperwork that protects your family, and protection. One page. Print it and tick it off.

Free monthly newsletter

Keeping in Touch

Once a month, a short letter from me: a story from home, and one useful page to keep on the fridge. One recent issue: the four signs of a scam, and how to stop one before it costs you.

What we cover

Retirement income

How much you can take from savings each year, and what to cut in a bad market year.

Long-term care

What it costs, who pays, and what to do before you need it.

Windfalls

Lottery wins and pro athletes: why big money disappears, and how to keep it.

Giving

Charitable giving that helps others and can cut your taxes.

Latest episodes

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Questions about your own plan?

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Educational content only. Not financial, tax or legal advice. Speak to your own CPA, attorney or financial professional before you act.