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.
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.
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
Questions about your own plan?
Book a free 20-minute call about retirement income, life insurance or long-term care.
Educational content only. Not financial, tax or legal advice. Speak to your own CPA, attorney or financial professional before you act.
Milan Prastalo