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Steven Van Metre Financial presents the:

Boomer Retirement Planning Class™ – Online Edition

Social Security

Are you or your spouse getting ready to file for Social Security? This video is all you need to know, before you enroll!

In this video, you will learn:

  • How and when to enroll.
  • How to maximize your benefits.
  • How spousal and divorced-spouse benefits work.
  • What happens if you work after filing.
  • How your benefits are taxed.
  • And much, much more!

Looking for more information on Social Security benefits, including a downloadable guide? Check out my online 2020 Ultimate Guide to Social Security Benefits.

Medicare

Ready to file for Medicare? This video is all you need to know, before you enroll!

In this video, you will learn:

  • What it is and what it covers.
  • How and when to enroll.
  • How much it costs.
  • What supplemental insurance options are there.
  • How to shop for a plan.
  • And much, much more!

Looking for more information on Medicare benefits, including a downloadable guide? Check out my online 2020 Ultimate Guide to Medicare Benefits.

Income Strategies

Nearing retirement and want to make sure your money lasts as long as you? In this video you’ll learn how to create your own retirement income plan and which investment strategies will help you have a financially secure retirement.

In this video, you will learn:

  • How to identify your expenses and sources of retirement income.
  • How to calculate your monthly shortfall.
  • How to create an income plan.
  • How to determine your odds of success.
  • Which investment strategies are best for your income needs.
  • And much, much more!

Looking for more information on Income Planning, including a downloadable guide? Check out my online 2020 Ultimate Guide to a Financially Secure Retirement.

Hiring an Advisor

The right financial advisor and money manager can help you have a financially successful retirement. In this video you’ll learn about the different types of advisors, how they are compensated, and how to check the status of their licenses to help you find the right financial advisor.

In this video, you will learn:

  • What are the different types of advisors.
  • How advisors are compensated.
  • Who regulates advisors.
  • How to look up their license(s).
  • Who and what a fiduciary is.
  • And much, much more!

Looking for more information on Hiring an Advisor, including a downloadable guide? Check out my online 2020 Ultimate Guide to Hiring an Advisor.