Build A Winning Retirement Plan

Baseball and retirement planning might have more in common than you think. Just as a solid batting average leads to a successful career, a steady financial plan can pave the way for a winning retirement.

While it may be tempting to aim for high returns, a strategy focused on steady, incremental growth is often the key to lasting success. In this episode, Sean explains why having a clear, well-defined plan is so crucial. By applying the principles of baseball analytics to retirement planning, you can build a balanced strategy that helps you stay on track and achieve your goals.

Here’s what we discuss in this episode:

0:00 – Intro

2:00 – Your financial batting average

6:00 – Stability and consistency in retirement

9:05 – Building a winning portfolio

11:21 – Having a clear plan

 

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Contact us:

(801) 639-0095

slee@erg-slc.com