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

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Insurance: Lesson 1

Insurance: The Basics

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Education & Career: Lesson 3

How To Evaluate A Job Offer Or Raise