What are the fundamental steps necessary to create a solid retirement plan? Today Jeff goes over what needs to be put in place now so the plan will have everything it needs for when you retire later.

Life - and death - events need to be accounted for in case of the worst, and today Jeff talks about making sure your family plans for such. He brings up the proactive steps to be sure are in place to lessen burdens on those left behind and that the family legacy stays intact.

When you are looking at working with an adviser, an initial impression can make a big difference. Today Jeff talks about what he thinks the experience should be for a first time visitor and potential client, including subjects addressed in the initial meeting and what to expect as the process continues.

Before flying a plane, pilots undergo a thorough checklist of their equipment and flight plan to be sure everything is ready to go. Retirement planning is similar - and today Jeff goes over the pre-retirement checklist so that everything your plan needs will be ready and there when you need it.

And not just financial assets, but intangible ones like time. They're all important in their own way, and today Jeff goes over the many different things which can be used as assets in various aspects of retirement planning.

The host of the Monolith Money Show, Louann Fulmer, is approaching retirement age. So Jeff goes through some strategies which could apply not only to her situation, but to many people who are in the five year period, approximately, prior to retirement to help them get their retirement plan on track.

People might wonder if they are truly prepared for retirement, especially when looking at their finances going into their post-work years. Today Jeff talks about four things which need to be in place for your retirement to be truly successful, including taking Social Security at the right time, number of sources for retirement income, health care and preparing for inflation.

Longevity is one of the biggest threats to your retirement assets - you want to be sure you don't outlive your savings. Jeff looks at the threats longevity can pose, and strategies to use to manage these threats to be sure your money lasts as long as you do.

When you order a new car, you select the features you want to have in it. Your retirement plan should be the same way - customized just for you and your unique needs and situation. Jeff describes how a good retirement plan can be customized for you, including strategies to be sure you don't run out of money and how to plan for higher medical costs, along with several other situations.

How can you make sure your retirement plan stays on track if you are taking care of both aging parents and non-aging children? That's a task many baby boomers are facing these days. Jeff goes through ways to be sure everyone is on board with a plan for meeting as much of both of these scenarios as possible while still providing for a retirement of their own.