Discovering the many aspects of retirement; the differences between the go-go, slow-go, and no-go years of retirement; why a plan must address the specific needs of each period; learning to differentiate between a salesperson and a true advisor.

Learning why no generality, statistical average or one-size-fits-all answer will work; learning how to accurately estimate how much money one will need by creating a series of personalized expense, income and withdrawal timelines.

One does not want to run out of money during retirement; examining the five major risk categories every retiree will face; the key aspects of developing a responsive and resilient financial plan to address these risks in retirement.

Comparing and contrasting two different ways to create a personalized spending plan; learning how to make some crucial planning decisions, including whether to pay down debt first or boost savings and whether to rent or buy a home.

Funding a child's college versus funding retirement accounts; using a company's benefits to one's best advantage; learning how to address these issues; why tax-deductible contributions to a retirement plan might not be a boon.

Answering the question of where one should put their money when saving for retirement; why discipline will be the key to success; how stocks, bonds and mutual funds work; the differences between active and passive investing.