Ep 1: How to Build Your Retirement Plan If You Have a Pension (Free Baseline Tool)
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YouTubeJon Lee, PhD, CPA
Ep 1: How to Build Your Retirement Plan If You Have a Pension (Free Baseline Tool)
Welcome to Episode 1 of my Retire Smarter with a Pension series! In this video, I’ll walk you through how to start building your retirement plan—and you can download the free My Financial Independence Plan (2026) tool to follow along. It helps you create a personalized baseline plan that covers: 1) Calculate your current net worth and debt ...
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