Retirement Planning
Retirement planning gets treated like a test you either passed by 30 or failed forever. It’s not. Whether you’re just now calculating your real numbers or you’re getting a late start, the math almost always has more room to work with than the anxiety suggests. Below are the videos that break down exactly how — real numbers, plain English, no shame about when you started.
Latest videos on retirement planning
The 3 Retirement Numbers Every Person Over 40 Must Know
Three numbers that turn a vague, anxious balance into an actual progress report. Includes the free Retirement Numbers Calculator.
Why Starting at 45 Is Not as Bad as You Think
Real math on starting from zero at 45, and why chasing high-risk bets to catch up fast backfires.
The Late Starter’s Retirement Playbook
The contribution threshold that makes every extra dollar count more, and three moves you can make this weekend.
Jack’s Tip
Before you panic about “starting late,” calculate your actual number first. Most people assign a feeling to their retirement gap before they’ve ever assigned it a number — and the number is almost always more workable than the feeling.