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Ep 130: Back To Basics - Understanding Income Planning
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Innehåll tillhandahållet av Dave Elizondo. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dave Elizondo 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.
Do you understand the basics of income planning? If not, you might not be as far along in your retirement plan as you think. Understanding how much income you need and what sources will provide it for you efficiently is critical to success over a long period of time.
We see a lot of clients, and when people first come to see us, very few have an income plan in place, but it’s important that you know this topic well and understand how it fits into your overall retirement plan.
In this episode, we’ll explain the steps that we take with clients to build their income plan and make sure you understand all the basics. You don’t want to miss the conversation.
On today’s show, here’s some of what you’ll learn:
- What percentage of clients have income plan at the beginning? (8:28)
- Are income plans complicated? (10:31)
- How can you create an income plan? (14:18)
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: info@truefp.biz
Phone: 877-359-8783
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