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Presentation-outline

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Today's financial needs | Planning for retirement | Living in retirement

Today's financial needs

Start budgeting for your future

Start budgeting for your future

Credit basics

Credit basics

Debt

Debt

Saving 101

Saving 101

The power of compounding

The power of compounding

Five steps to financial wellness

Five steps to financial wellness

The (very) basics of taxes

The (very) basics of taxes

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Planning for retirement

Small contribution increases can make a difference

Small contribution increases can make a difference

What kind of investor are you?

What kind of investor are you?

Putting money into your plan (contributions)

Putting money into your plan (contributions)

Avoiding emotional investing

Avoiding emotional investing

What are target date funds?

What are target date funds?

Roth vs. traditional: Which is better?

Roth vs. traditional: Which is better?

What to do during a down market

What to do during a down market

What is a withdrawal strategy?

What is a withdrawal strategy?

What is the 4% rule of retirement income?

What is the 4% rule of retirement income?

Prepare for financial risks

Prepare for financial risks

7 withdrawal strategies to consider before you retire

7 withdrawal strategies to consider before you retire

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Living in retirement

Social Security 101

Social Security 101

Taxes on retirement income

Taxes on retirement income

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More life stages

I'm just getting started | I've been saving & investing | I'm about to retire | I'm retired
NRW-7045AO
Monterey County Deferred Compensation PlansMonterey County logo with text labelling the logo specific to Deferred Compensation Plan Monterey County Deferred Compensation PlansMonterey County logo with text labelling the logo specific to Deferred Compensation Plan
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Nationwide Retirement Solutions and Nationwide Life Insurance Company (collectively "Nationwide") have trademark and licensing services relationships with the National Association of Counties, the International Association of Fire Fighters-Financial Corporation, the United States Conference of Mayors and the National Association of Police Organizations.

Nationwide may receive payments from mutual funds or their affiliates in connection with certain investment options. Learn more about these payments.

Retirement Specialists provide information for educational purposes only. This information is not meant to be used as investment advice. Retirement Specialists are Registered Representatives of Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio.

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BrokerCheck by FINRA

NRW-2887AO.6