Erick and Jag open this month's episode of Take Point on Retirement by covering the world's greatest investors, and what makes them so successful.

Next, they cover some important facets of having a good financial plan, including benchmarks, a Risk Management Formula, and your Sharpe Ratio.

Finally, Erick lists off the financial questions you should be able to answer right now. If you can't, it's time to give him a call.