Welcome to the Scottsdale Retirement Learning Center—a collection of educational videos focused on retirement planning topics. From income planning and tax considerations to annuities and financial fundamentals, this playlist is designed to help you better understand your retirement options and feel more confident in your planning decisions.

What Is Asset Allocation — And Why It Matters After You Retire
If you’re getting close to retirement or already there, you might be hearing terms like “asset allocation” thrown around. But what does that actually mean? And more importantly, why does it matter when you’re no longer working?

How to Organize Your Retirement Money (Without Getting Overwhelmed)
If you’re retired, or close to it, you’ve probably asked yourself this question: “Where should I actually put my money?”


