Presentation-outline

I'm just getting started

Today's financial needs

How should my budget look in retirement?

Budgeting
Credit basics

Credit basics
Debt basics

Debt
Build good saving habits

Saving 101
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Planning for retirement

Small contribution increases can add up

Small contribution increases can make a difference
What kind of investor are you?

What kind of investor are you?
Investment types and risks

Investment types & definitions
Contributing to your retirement account

Putting money into your plan (contributions)
The shift from balance to protection

Keeping your portfolio balanced
What is emotional investing?

Avoiding emotional investing
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Living in retirement

Social Security basics

Social Security 101
How retirement savings can be taxed

Taxes on retirement income
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More life stages

I'm just getting started | I've been saving & investing | I'm about to retire | I'm retired