The Retirement Equation: Control What You Can, Plan for What You Can’t

2025-10-09

💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Do you know which parts of your retirement plan are in your control, and which ones you’re leaving to chance? In this episode, Scott breaks down the “retirement equation,” a framework that helps you separate what you can control, what you can influence, and what’s completely out of your hands. Here’s what we cover in this episode: ➗ What the “retirement equati...

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

Do you know which parts of your retirement plan are in your control, and which ones you’re leaving to chance? In this episode, Scott breaks down the “retirement equation,” a framework that helps you separate what you can control, what you can influence, and what’s completely out of your hands.

Here’s what we cover in this episode:

➗ What the “retirement equation” really means

📊 Asset allocation & location, how to get them right

🕰️ The role of work duration and phasing into retirement

🏃‍♂️ Longevity: what you can and can’t influence

📉 Market returns and tax laws: why they’re outside your control

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