Jason covers…

  • When to claim social security as part of a retirement income plan.
  • How you can know if you have saved enough for retirement.
  • Learn why retirement is all about cash-flow and not your networth.
  • Consider the tax implications of your planning.
  • How to put all the pieces of the retirement puzzle together.
  • Stress test your retirement plan against stock market risk, inflation, death of one spouse and long term care.