Retirement Planning Videos
Straight from our weekly webinars for San Diego pre-retirees and retirees. Click any video for the full summary, transcript, and FAQs.
This content is for educational and informational purposes only and should not be considered personalized financial, tax, legal, or investment advice. Your situation is unique, and you should consult a qualified professional before making financial decisions.
5 Workplace Benefits to Max Out BEFORE You Retire
Five employer benefits that get more valuable in your final working years, from 401(k) catch-up to your last open enrollment.
Why the Same Retirement Can Mean Two Totally Different Tax Bills
Why a surviving spouse's tax bill can jump $10,000 or more on income that barely moved, and what to do about it now.
Move Without Increasing Your Property Taxes
How homeowners 55 and older can use Prop 19 to transfer their property tax basis when moving within California.
Health Insurance Bridge from 60 to Medicare
How to fund health insurance in the years between early retirement and Medicare eligibility at 65.
How to Avoid the RMD Tax Torpedo
Why required minimum distributions can spike your taxes, Medicare premiums, and Social Security taxation all at once.
How Much Cash Should You Keep In Retirement?
A simple three-layer framework for how much to hold in cash in retirement, and why San Diego changes the answer.
When Should You Claim Social Security?
Why the right claiming age isn't the same for everyone, including spousal coordination and taxes.
How Much Do I Need to Retire in San Diego?
A four-lever framework for building a retirement number based on your own expenses, income, and taxes.