Education & Career: Lesson 4
Retirement Planning
Use the slides above while watching the video below.
The Money Management Bible Checklist
Education & Career
Answer the questions from the “Should You Go To School?” slide (if applicable)
Define your lifestyle goals
Define your annual financial income goal
Evaluate a job offer or the benefits of your current job
Plan for Retirement:
o Sign up for your employer’s 401K match (if applicable)
o Pick your retirement age
o Define your retirement financial goal
o Calculate your Social Security benefits
o Start Investing: Roth IRA/Roth 401K