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Retirement Planning Overview

Jun 27, 2025

Overview

This lecture discusses retirement: its meaning, ages and financial planning, what people do after retiring, and various ways to prepare for it.

Understanding Retirement

  • Retirement is when a person stops working and finishes their career.
  • Retirement ages vary by country, usually in the 60s; in the U.S., it's 66 or 67.
  • Retirement age in the U.S. depends on your birth year and may change in the future.

Financial Aspects of Retirement

  • In the U.S., retirees get money from the government called social security.
  • Social security money is usually not enough to live on, so people need extra savings or investments.
  • Saving money from a young age helps grow funds for retirement.
  • Inflation can decrease the value of your savings over time.
  • Investing in retirement plans, stocks, cryptocurrency, metals, or real estate can increase future funds.
  • Investing in children by giving them time, money, and support may result in their help during old age.

Retirement Activities

  • Common activities for retired people in the U.S. include playing golf, traveling, and caring for grandchildren.
  • Many retirees enjoy spending time with family, especially grandchildren.
  • Some people never retire because they either need the money or enjoy working.

Key Terms & Definitions

  • Retirement — the stage of life when a person stops working permanently.
  • Social Security — government payments to retired people, mainly in the U.S.
  • Inflation — the decrease in the value of currency over time, reducing purchasing power.
  • Investment — using money to buy assets like stocks, property, or metals to earn more money in the future.

Action Items / Next Steps

  • Consider starting to save or invest early for retirement.
  • Think about what activities you would want to do after retiring.
  • Optional: Download the Listening Time podcast for more practice.