Retire Financially Fit - Basic Training

Build your retirement knowledge before you make your next move.

Retirement planning is more than choosing investments. It’s about understanding how your income, investments, Social Security, taxes, inflation, risk, and long-term goals work together.

Retire Financially Fit Basic Training, presented by Barbara Swiatek and SF Financial Services, is a 10-video educational series designed to help you understand the fundamentals of retirement planning and prepare for the financial decisions ahead.

Whether you’re approaching retirement or already retired, this series provides practical insight into the questions that can have a lasting impact on your financial future.

You’ll learn about important retirement planning topics, including:

  • How to determine whether you’re financially prepared for retirement

  • When to consider claiming Social Security

  • How inflation can affect your retirement income and purchasing power

  • How to think about investment risk as you approach and enter retirement

  • Strategies for creating income from your retirement assets

  • Key financial decisions to consider before and during retirement

This training is designed for individuals and couples who have spent years building careers, businesses, a financial portfolio, and meaningful wealth. Learn the basics and take the next steps toward your retirement dreams.