Retirement Tutorials

Free online tutorials to help you prepare for retirement

Estimated Time: 30 minutes per tutorial

Our online tutorials mimic classroom-style learning as our instructor guides you through short online video lessons. Start, stop, and learn at your own pace.

Our online tutorials cover the following topics:

  • Retirement Planning
  • Social Security
  • Retiree Beware
  • Life in Retirement

Learn more about each tutorial below.

Retirement Planning

Tutorial Details:  7 lessons, 30 minutes

Our 7 Personal Decision Points retirement planning tutorial covers the critical decisions you need to consider when transitioning to retirement. It addresses questions like:

  • When can I retire?
  • How much money do I need?
  • Do I have the right investments?
  • What about taxes and my estate?

We like to think of it as a retirement checklist and believe it is an essential first step in the retirement planning process.

Social Security

Tutorial Details:  5 lessons, 25 minutes

Social Security, an essential part of your retirement preparation, has become increasingly complex. This tutorial will simplify Social Security by addressing the most common questions retirees have:

  • When should I file?
  • How do I properly mix it in with my other income sources?
  • How does Social Security impact taxes?

Retiree Beware!

Tutorial Details: 6 lessons, 20 minutes

With retirement becoming increasingly complex, Baby Boomers need to be aware of the products, promises and people that may not have their best interests in mind. This tutorial addresses:

  • Annuities
  • Non-traded REITS
  • Permanent Life Insurance
  • Viaticals
  • Fear-based Marketing
  • Cryptocurrency

Life in Retirement

Tutorial Details: 4 lessons, 15 minutes

With longer lifespans, rapid innovations in technology, and a shifting perspective about the idea of life after work, today’s retirement is unlike that of any generation in history. This tutorial introduces Allworth Financial's Future Framework, a new approach to understanding what the happiest retirees have done to retire well:

  • Health & Wellness
  • Prosperity
  • Purpose
  • People