Entries by BYUPersonalFinance

Lesson 21: Retirement Planning: Employer Qualified Plans, Individual and Small Business Plans (2017)

This lesson is based off of Chapters 29 & 28 of the text for Finance 418. Professor Bryan Sudweeks of Brigham Young University teaches this lesson. All lesson materials are available online at: http://personalfinance.byu.edu/content/28-retirement-planning-3-employer-qualified-plans Objectives: 1.  Understand Employer Qualified Retirement Plans 2.  Understand Defined Benefit Plans 3.  Understand Defined Contribution Plans Objectives: 1.  Understand the […]

Lesson 22: Retirement Planning 2: Understanding Social Security & Retirement Planning 5: Wrap Up

This lesson is based off Chapter 27 of the text for Finance 418. Professor Sudweeks of Brigham Young University teaches this lesson. All lesson materials are available online at: http://personalfinance.byu.edu/content/27-retirement-planning-2-social-security Objectives: 1.Understand Social Security in a Historical Context 2.Understand how Social Security Works 3.Understand the key questions relating to Social Security 4.Understand the likely future […]

Lesson 26: Retirement Planning 1 – Basics

This lesson is based off Chapter 26 of the text for Finance 418. Professor Bryan Sudweeks of Brigham Young University teaches this lesson. All lesson materials are available online at: http://personalfinance.byu.edu/content/26-retirement-planning-1-basics Objectives: A. Describe How Retirement Planning Fits into Your Personal Financial Plan B. Understand the Principles of Successful Retirement Planning C. Describe Payout Options […]

Lesson 20: Retirement Planning 1: Basics (2013)

NOTE: This is the older version of this content. The more recent version, which features improved audio quality and more up-to-date materials, can be found here: https://youtu.be/PlqM8ewp5q8 This lesson is based off Chapter 26 of the text for Finance 418. Professor Bryan Sudweeks of Brigham Young University teaches this lesson. Teaching Tool 6, mentioned in […]

Lesson 20: Retirement Planning 1: Basics (2017)

This lesson is based off Chapter 26 of the text for Finance 418. Professor Bryan Sudweeks of Brigham Young University teaches this lesson. Teaching Tool 6, mentioned in the video, along with all other lesson materials, can be found online at: http://personalfinance.byu.edu/content/26-retirement-planning-1-basics Objectives: 1.  Understand how retirement planning impact your personal financial plan 2.  Understand […]