Ep 182: Unsure, Confident or Certain: Retirement Planning Next Steps

In today’s episode, we’re going to focus on the three categories that many clients fall into when starting their retirement planning journey: The unsure, the confident, and the certain. Whether you have no idea if you can retire or if you’re positive that you have sufficient funds to retire, we’ll cover some critical areas of retirement planning that you need to pay attention to.

 

Here are some of the things we’ll address in this episode:

• 1:10 – The “I have no idea if I can retire” client
• 5:24 – The “I think I have enough money” client
• 7:25 – What is a reasonable rate of return?
• 11:33 – The “I know I have enough money to retire” client

 

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