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The Importance of Income Planning in Retirement
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Innehåll tillhandahållet av June Horne. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av June Horne eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:56 – Without an income plan, you don’t have a plan
2:02 – How many people have an income plan?
4:55 – Planning strategies
9:24 – Our process with clients
11:42 – Relationship
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv
Schedule an appointment: https://www.tag-pa.com/contact
Find us on YouTube: https://bit.ly/3SLNt4Z
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