If you have viewed my checklist of talking points and would like further details about all of them and more - check out my online course.

For the cost of a few dinners out with your family you can have lifetime access to my course including all the updates. This is truly an A-Z blueprint for you to plan and have conversations with your spouse and financial advisor to be confident to maximize your journey heading into retirement! It's broken in modules that flow together yet can be viewed individually in several minute chunks. There are a set of notes that go with the entire video presentation as well as information to read along with watching the videos.