Retirement and Estate Planning Basics

As the Baby Boom ages, there are increasing demands on educators to help people prepare for retirement. It is important that the foundation of this programming is based on basic budgeting, goal setting and action planning—all activities that are common across financial education programs. This conversation and brief discusses The AARP Finances 50+ Model and shares numerous other resources including several from Extension.

Issue Brief: Retirement and Estate Planning Basics mp3 file*: (Retirement and Estate Planning Basics conversation from 3/16/2015)

*Listen now or download the audio file to an mp3 player for later listening by following the steps on this tip sheet: Adding Podcasts to iPods