Welcome to the Retirement Learning Center
Your Income and Lifestyle Expenses
Gain Control of your Income and Spending
Stop Budgeting and Start Living. One key to building wealth is managing your cash flow to capture excess income for savings and investments. The problem is we don’t do it because we lack the time and the process isn’t fun. Here’s a system I’ve used for years to save myself the hassle and intentionally save.
Your Assets and Debts
Build Your Net Worth
Track your net worth over time, and you’ll see the cumulative results of your financial decisions. A net worth statement is a list of all the things you own (assets) less all of your debts (loans). It is an essential tool in helping you make smarter financial decisions. Use this simple worksheet to create yours,…
Your Goals and Priorities
Better Decisions Equal a Better Life
Life is the sum of all the choices you make. Each decision you make nudges your life along. A good decision can nudge you towards the life you want. A bad decision may veer your life off course. By using a sound framework for decision making, you can work to assure you’re nudging yourself towards the…
3 Retirement Planning Talks You Should Have
Over 25 years of walking the retirement journey with clients, one of the most important lessons I’ve learned is life unfolds in unexpected ways. A key to navigating through all of life’s changes is to have the right “little conversations” along the way. Here are the 3 basic conversations you should have each year.
The 2016 Listener Reading List
Here’s a list of favorite books on money, retirement, investing, life and happiness. It was compiled from the input of listeners of the Retirement Answer Man Show.