Ep 9: Retirement Variables That Need to Factor Into Your Plan

Retirement planning is most effective when it’s tailored to a specific individual’s needs but what factors should you pay the most attention to? We’ll discuss five retirement variables that will change from person to person but need to be considered when building a financial plan.

 

Show Notes: https://principalpreservationservices.com/retirement-variables-that-need-to-factor-into-your-plan/

 

Today's Rundown:

1:00 – Mike and his team have moved into a new office in Wisconsin office.  

1:58 – Previewing our main topic today.  

2:40 – Getting to Know Mike: What is your favorite movie genre?

4:28 – Retirement variable 1: How much income will we need in retirement?

7:55 – Retirement variable 2: Taxes

10:32 – Retirement variable 3: Our life expectancy

12:09 – Retirement variable 4: At what age should I take Social Security.

15:32 – Retirement variable 5: Risk