Episode 26: Why You May Need to Update Your Plan
May 13, 2022
Is your current advisor talking to you about your tax future? Your health? RMDs? Is your advisor claiming that you’re all good and set for retirement, but you still have questions?
Here are just a handful of the things that we'll discuss:
- If your advisor doesn’t show you How you are good and set for retirement, then you probably aren’t.
- If your advisor just talks about how you have a 60/40 portfolio and says you’re good and set for retirement, you probably aren’t.
- What happens if markets don’t cooperate during retirement? Is there a plan for that?
- Don’t base your retirement income on the market, base it on math.
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