Ep 1: How to Build Your Retirement Plan If You Have a Pension (Free Baseline Tool) скачать в хорошем качестве

Ep 1: How to Build Your Retirement Plan If You Have a Pension (Free Baseline Tool)

Welcome to Episode 1 of my Retire Smarter with a Pension series! In this video, I’ll walk you through how to start building your retirement plan—and you can download the free My Financial Independence Plan (2026) tool to follow along. It helps you create a personalized baseline plan that covers: 1) Calculate your current net worth and debt payoff strategies 2) Create an annual budget 3) Create a 2026 tax projection 4) Project your retirement and final net worth 5) A monthly budget tracker that ties into the plan Access the tool here: https://myfinancialindependenceplan.t... 00:00 Having a pension changes how you should plan for retirement 01:45 Free My Financial Independence Plan Tool 02:57 Building the baseline retirement plan 04:10 Instructions page 05:20 Completing your Profile 17:30 Calculating your Current Net Worth 18:40 Creating an annual Budget 21:59 Building an initial tax plan 27:07 How a couple increased their projected Net Worth by $700k using 10 different strategies Disclaimer: The information provided in this video is for informational purposes only and is not meant to take the place of professional legal, accounting, or financial advice. If you have any legal questions about this video or the subjects discussed, or any other legal matter, you should consult with an attorney or tax professional in your jurisdiction.