Jun 8, 2021
When it comes to spending the money you want and being able to livinge comfortably on a plan after you retire, your portfolio needs its own ‘secret sauce’ for sustainability.
And it might seem like you have all of the ingredients to retire, but most people spend their time focused on the wrong parts of their plan. The secret sauce is what brings your portfolio altogether and binds it for financial stability for the rest of your life… Remember: Work smarter, not harder.
In this episode, you’ll discover your ‘secret sauce’ to a stress-free retirement and how to design a plan that lets you spend the money you want (for as long as you want).
Show Highlights Include
- The ‘Bill Sharp’ method to optimizing your portfolio, being able to livinge comfortably on your pension, and using sick time as a ‘pool of overtime money’ for your savings. (1:39)
- Why every portfolio needs a their own ‘secret sauce’ for retirement - and the key ingredients for a plan that never runs out of money (no matter how much you spend). (3:54)
- The biggest reason people you might underestimate the money you need for retirement and the easiest way to get finances to work for you (instead of the other way around). (8:22)
- How to make enough money for a lifetime and know what you’re earning with only three parts of your retirement plan. (13:42)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.