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Episode 17: Two Retirements, Two Outcomes

Jul 9, 2021

Aaron shares two real-life stories about retirement planning at the beginning of 2008. One couple made good decisions.  They focused on their goals, and they took action so they could have the best chance possible of reaching their goals. The other couple decided to “trust in the markets”.  You know how 2008 went, so you probably know how their story turned out.

Here are just a handful of the things that we'll discuss:

  1. Have goals and plan for them.
  2. Create an asset allocation that will give you steady stable income.
  3. It’s about the math and not the markets.
  4. Make sure your plan can withstand the losses of the market.

 

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