Colin explains some of the vast array of claiming options and the pitfalls of claiming at the wrong time. He also discusses the viability of Social Security in years ahead.

Colin walks his audience through some of the recent changes to Social Security and why it is critical to develop a comprehensive plan that includes all income sources as well as Social Security before claiming.

Colin deals with the challenge of funding health problems in old age. How do you make sure your family isn’t bankrupted by the high cost of long term care?

Colin talks about the importance of a written income plan to make sure you never run out of money before you run out of life. How much can you safely withdraw from your portfolio to make sure it lasts?

Colin discusses the differences between the approach of a pro and the approach of an amateur to handling risk in your portfolio.

How to disarm your portfolio "Tax Time Bomb" as you prepare for a financially independent retirement.