12. Create an asset allocation based on you risk tolerance.
13. Rebalance annually.
14. Now that all of your tax shelters (Roth/IRA 401k/403b) are maxed out open an online discount brokerage account.
15. Save for your goals. Down payment on a house. college fund for your kids. Vacation of a lifetime. etc....
16. Adjust your asset allocation as you age.
17. Challenges of retiring early.
18. When to take Social security.
19. Converting your nest egg into income.
20. You should be able to safely withdraw 4% annually from your nest egg when you retire if...
21. Mandatory distributions at age 70.5
22. When to pay for professional help.
This is just a general order of things. Many factors can change the order of events and even omit some. I will go into further detail throughout the next few weeks. feel free to suggest things I may have missed on this list.
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