Jul 6, 2021
A good retirement plan is crucial. You don’t want to look at your balance sheet when you’re 67 and realize you’ll always need a side job.
But designing a plan that works is hard. Your goals, situation and family are unique. Someone else’s plan probably won’t work as well for you.
That’s why you need to design your own retirement plan. In this episode, you’ll discover the 3 considerations that enable a long, wealthy retirement.
Show Highlights Include:
- Lessons from a 116-year-old about having a long, healthy retirement (without running out of money). (1:52)
- What Proverbs 15:22 can teach you about finding a financial advisor who steers you towards an abundant retirement. (15:20)
- How understanding income distribution keeps you from running out of money in retirement. (16:13)
- How to leave your legacy assets to the right people (instead of handing it to Uncle Sam). (18:50)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.