Financial education – webinar replays

Photo of a person using their computer to watch replays of financial education webinars.

Couldn’t make a live webinar or have a topic you’d like to revisit? Catch up anytime with our library of replays. In less than 30 minutes, you can take a deeper dive into a financial topic that matters to you. 

Retirement savings moves to make in your 20s, 30s, and 40s

We all want to watch our savings grow. Our webinar talks through retirement savings moves to consider during different life stages. While everyone’s situation is different, there are still some general ideas that can help you reach your goals.

Women and savings: Your future in focus

We’re talking about women’s finances, including how to identify your goals and decide what you may need to save for the future. Figure out what’s motivating you and what you could do to feel more financially secure in retirement. We’ll cover budgeting, creating a savings strategy and how to keep saving no matter what life throws your way. Use passcode: Principal

Busting through 4 retirement savings myths.

Are you putting off saving for retirement? If you are, you’re not alone. Saving for your future can be tough when juggling multiple financial priorities today. But not saving today might mean not having enough money to live the life you want in retirement. Learn more about five of the top reasons people put off saving, and get tips that can help you get your savings on track. 

So you got your first job, now what?

Landing your first job is a big deal. But what about all those other decisions you have to make about benefits and saving for retirement? Not to mention juggling those savings with everyday expenses plus paying off any student loans. Get a head start on your financial future by watching our webinar. We’ll talk you through some common questions and provide tips to help you navigate the new financial situations that go along with your first job.

Roth vs pre-tax contributions

If you're like many people, you may have heard about Roth contributions but might not really know what they are or why you may use them to help you save for retirement. Learn more about what you should consider as you choose the option that's best for you.

Tax planning and filing tips

Most of us aren’t tax professionals, so there’s a lot of confusion around tax time. Whether you have questions about when to prepare your taxes, how to file, or which deductions might be right for you—we’re here to help. Use passcode: Principal

Unlocking your financial potential with credit

Take the first step toward unlocking your financial potential by learning how to use credit as a resource. We’ll share some credit-improving tips so you can work toward reaching your financial goals. Use passcode: Principal

Build a budget fearlessly

You don’t have to wait until the beginning of next month to get your finances back on track, no matter the curveball. We can help you create a budget that works for you. Use passcode: Principal

Your money, your health: Understanding health insurance

You’re juggling a lot of financial priorities, but are there ways you could be saving dollars on your healthcare? Let’s follow the money to learn what you are paying for and how your medical insurance costs may work. Use passcode: Principal.

Build confidence: Own your financial quest

Dive into Principal® Milestones, an online resource you can access to empower you with knowledge you can put to use with your finances today. Learn how you can explore courses, interactive resources, calculators, and more to help you keep moving on your quest for financial freedom. Use passcode: Principal.

When you need fast cash: Saving money for an emergency

Creating an emergency fund is a great way to prepare for surprise expenses. It can help ensure you don’t have to go into debt over something like new tires or a doctor visit. Learn how to start an emergency fund while also balancing other financial demands. Use passcode: Principal.

How can a health savings account work for you?

Health care costs are an important part of any financial strategy. An HSA (health savings account) can be a popular choice when it comes to setting aside money for medical expenses. An HSA features some significant tax benefits, but is it the right choice for you? We explore some of the benefits and considerations.

5 steps to a better budget

Are personal finances stressing you out? Managing income and expenses can be difficult. But having and sticking to a budget can help. And once you get started, you may realize building a budget isn’t as difficult as you might think.

Debt reduction

Most of us will take on debt at some point in our lives. The key is to maintain a manageable level of debt—one you can easily afford and quickly pay off. Learn tips to help keep debt from derailing your long-term goals.

Estate planning: Can you DIY?

What is estate planning? It’s things like a will, living will and power of attorney. Essentially, it’s taking time now to make sure your wishes are honored later. If you have children to care for, property or belongings, you have an estate. We’ll talk through some important steps in creating your plan, including whether you may be able to DIY. Use passcode: Principal

Tax changes: Avoid a surprise this season

Our webinar will take you through tax brackets and deduction basics so you can feel better prepared for tax season. Use passcode: Principal

Investing – back to basics

S&P 500, stocks, bull market—investing jargon can get confusing. But don’t let the lingo intimidate you. By understanding a few basic concepts—such as compounding, diversifying your assets and understanding risk—you can get a better handle on your savings strategy.

Security check: Are you protecting your information

From shopping, to banking, to buying a car, many of us are used to the convenience of online transactions. But it’s important to steps to better protect our personal information online. We’ll explore topics like passwords, setting up online accounts, and what to do in case of a security breach. Use passcode: Principal

4 ways to tackle student loan debt

Student loans can have a big impact on your finances. Whether you’re just starting to pay off your loans, or if you’ve been at it for years, a repayment game plan may help you manage debt and get a better return on the investment in your education. We’ll look at four ways to conquer student loan debt while not losing sight of your other financial goals.

Savvy financial moves for women: 5 life moments you don’t want to miss

Women may have some special circumstances when it comes to creating a financial roadmap. We discuss five life moments where you may want to take stock of your finances. From a first job through retirement, we’ll look at the moves you might consider if these moments impact you.

Caring for an aging loved one

Many of us will care for an aging loved one at some point. It’s an important role, but it can also be a lot to take on. No matter where you are in the caregiver journey, having a plan in place can help you manage your role while still taking care of your own needs. This webinar shares tips and resources to help you and your loved one along the way.

Coping with market volatility

Market volatility can play a big role in the performance of investments over time. And while you can't control market volatility, there are actions you can take to potentially minimize its impact on your retirement.

Saving and spending strategies in retirement

You’ve worked hard to prepare for retirement—you don’t want to worry about depleting your nest egg too soon. We’ll teach you some saving and spending strategies that could help you extend your savings longer. Watch now using passcode Principal

Social Security myths debunked

One of the most important pieces in your retirement puzzle is Social Security. Join us as we debunk four of the most common myths surrounding how it works, who’s eligible, and if it will even exist in the future. Watch now using passcode: Principal

Ways to pay for healthcare in retirement

84% of the happiest retirees have an understanding of healthcare in retirement.* We can help you get there. Learn how to put together a plan for your healthcare and expenses in retirement. Use passcode: Principal

3 ways to make your retirement happier

One thing that makes retirees happier in retirement is feeling more prepared. In fact, 68% of retirees felt more emotionally prepared when they developed a plan.1 Our webinar will explore three things you can do today to plan for a happier retirement in the future. Use passcode: Principal.

Social Security: Find your biggest benefit

If Social Security is part of your retirement income plan, you’re probably wondering about factors that could impact your benefits. When to take Social Security, how to coordinate with your spouse, and how to figure out your taxes are all common questions. Our webinar lays out the facts so you can be better prepared when it’s time to make a decision on your Social Security benefits. Use passcode: Principal

Create lasting retirement income: 3 strategies to help you spend wisely

Reaching retirement is something to celebrate. But there are also many decisions to make, especially when thinking about your income plan for retirement. After years of saving money for retirement, you need a strategy to help make the most of your funds. Creating a plan for income in retirement doesn’t have to be intimidating. Learn about 3 strategies for spending and creating a retirement income plan to help you live your best life in retirement.

5 best kept secrets of Social Security

Social Security is often the elephant in the room when it comes to planning for retirement. And that makes sense—it’s an important source of retirement income for a lot of people, but it’s also a complex system to navigate. Learn more about your potential benefits with an inside look at 5 of Social Security’s best kept secrets.

Creating income for life—Is an annuity right for you?

Have you thought about what you want to do in retirement? What about your retirement income? Retirement today looks a bit different than it once did—we’re living longer and carrying more debt into our retirement years. So, it’s important to be sure we have enough income to last. Watch our webinar to learn about three factors that can influence how much income you may need in retirement, and options that could help you create your own income for life.

Medicare

Preparing for potential health care costs is an important part of retirement planning. Learn the basics of Medicare and ways to help factor it into your retirement savings strategy so you can feel motivated while preparing for retirement.

* Bureau of Labor Statistics: Consumer Expenditure Survey, Sept 2018.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

The Retirement Wellness Planner information and Retirement Wellness Score are limited only to the inputs and other financial assumptions and is not intended to be a financial plan or investment advice from any company of the Principal Financial Group® or plan sponsor. This calculator only provides education which may be helpful in making personal financial decisions. Responsibility for those decisions is assumed by the participant, not the plan sponsor and not Principal®. Individual results will vary. Participants should regularly review their savings progress and post-retirement needs.   

Insurance products and plan administrative services are provided through Principal Life Insurance Company, a member of the Principal Financial Group®, Des Moines, IA 50392.