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Meeting with a financial planner or retirement planner for the first time can be daunting. Today, we'll discuss the key questions to ask yourself to get the most out of your planning meeting. You'll get a feel for the "why" behind key questions. Watching this video may even lend to a better retirement.

00:00:00 Designing Your Ideal Retirement Plan

00:02:36 Defining Retirement Dreams and Financial Goals

00:05:24 Exploring Exciting Retirement Dreams

00:08:00 Retirement Strategy Dilemma: Lump Sum vs. Monthly Paycheck

00:10:47 Understanding 401(k) and Retirement Strategies

00:13:17 Deferred Income Annuities Explained

00:16:03 Forecasting Future Costs with Inflation Considerations

00:18:34 Understanding Annuities and Their Benefits

00:21:16 Crafting a Retirement Plan That Lasts

00:24:06 Conclusion and Farewell