The basics, together.

A reference you can return to whenever a question comes up.

How the topics connect

Start with money coming in and going out, then work through savings, accounts and the pieces of retirement income. Each section explains one part and points to useful resources.

  1. What retirement means

    Retirement changes how everyday life is funded.

  2. Everyday money basics

    Income, expenses and a budget describe how everyday money moves.

  3. Savings & debt

    Cash savings and borrowing costs are part of the foundation.

  4. Retirement accounts

    A retirement account has rules; the investments inside it are a separate choice.

  5. Investing basics

    Investing involves risk, time, diversification and fees.

  6. Retirement income

    Retirement income can come from benefits, pensions, savings and work.

  7. Healthcare & taxes

    Healthcare costs and taxes affect how far retirement income goes.

  8. Finding reliable information

    Use the right official source for the question, and check its date and scope.

Start with the basics

U.S. retirement education · Examples are illustrative. How we create these resources.

From the creator of Friendly’s Financial on YouTube. General education, with no personal financial recommendations.

Friendly is settling in.

The channel link is coming soon. In the meantime, take a peek at our first episode.

Explore the first episode