Emotions & Investing
Retirement planning involves many complex decisions. This video will help you better understand emotions and behaviors with your retirement account. We discuss mental shortcuts savers use with their savings and investments. Plus, we give you simple suggestions for combating negative behavior to help you succeed.
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Taxes & Withdrawals: Keeping More of Your Retirement Money
Discover smart strategies to withdraw from your accounts in a tax-efficient way. We’ll explore the order of withdrawals, tax considerations, and how to help your savings last longer.
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Withdrawing Wisely: Taking Money from Your Retirement Account
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Get Started Saving for Retirement
In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".
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