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.
Understanding Asset Location: Where You Put Your Money Matters
You’ve probably heard of asset allocation; that’s how your money is divided between things like stocks, bonds, and cash.
But just as important is something most people don’t think about: asset location. That’s not what you invest in, it’s where you hold those investments.
The Rule of 100: How Much Risk Should You Really Take in Retirement?
Are you taking on too much risk in retirement—or not enough?
In this video, Brent Matthew breaks down the Rule of 100, a simple formula to help you balance risk and safety in your investment portfolio.
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?”