HS 352 Audio: Financial Decisions for Retirement episodes:

• June 07, 20125-2 Discuss the factors that must be considered when estimating a client's retirement age.

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• June 07, 20125-3 Identify and explain the factors that must be considered when projecting a client's longevity, and describe two ways in which a planner can hedge his or her prediction.

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• June 07, 20125-4 Discuss the proper replacement ratio that should be chosen for a client by examining (a) the justification for a replacement ratio of less than 100 percent, (b) the expense method, and (c) the spending patterns of the elderly.

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• June 07, 20125-5 Discuss the tax, investment, and step-up assumptions that should be considered in a retirement needs analysis.

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• June 07, 20125-6 Explain the five-step approach that underlies many computer models used to calculate retirement needs.

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• June 07, 20125-7 Calculate the retirement need using a shorthand formula.

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• June 07, 20125-8 Calculate the retirement need using a consumer worksheet.

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• June 07, 20125-9 Identify some considerations when selecting and using retirement planning software.

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• June 07, 20125-10 Understand the advantages of the age model of calculating retirement income

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• June 07, 20124-0 Overview

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