Unlocking Your Financial Future
Business:Investing
How good do you feel about your retirement plan? How close are you to putting together the perfect plan? It’s out there and within reach but there’s a lot that goes into it. Let’s find out what it takes to get all of the pieces in place for the perfect retirement plan and the areas where people usually fall short.
Check out the show notes and get additional resources here: https://www.baschrock-fg.com/podcast/ep-27-is-it-possible-to-build-a-perfect-retirement-plan/
Today's show rundown:
2:52 – Does the perfect plan exist?
3:48 – When someone comes in for a second opinion on their plan, these are the questions we ask them.
4:55 – When we see someone with a great plan, here’s what they’re doing that other people aren’t.
5:50 – Is long-term care a spot where people are often lacking?
6:54 – If I don’t feel great about having the perfect plan, am I in the majority?
7:54 – There’s so many different pieces to a complete retirement plan.
9:38 – What’s a realistic timeframe for the start of the planning process to having a complete plan in place?
11:14 – Just because you have a perfect plan now doesn’t mean it will always be that way.
Updates From The Annual Social Security Trustees Report (Part 2)
Updates From The Annual Social Security Trustees Report (Part 1)
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2)
Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1)
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 2)
The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 1)
2023 Wrap Up: Market Predictions for 2024 (Part 2)
2023 Wrap Up: End of Year Market Update (Part 1)
Financial Planning for 2024: Retiring in the New Year (Part 2)
End of Year Financial Planning Strategies For 2023 (Part 1)
Roth IRAs and Conversions Explained (Part 2)
Roth IRAs and Conversions Explained (Part 1)
Celebrating a Decade of Marriage and 11 Years In Business
Your TD Ameritrade – Charles Schwab Transition Questions Answered
Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)
Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)
Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)
Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)
Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)
Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
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