The Retirement Plans That Work For ALL Retirees
The 3 types of retirement plans (The Retirement Plans That Work For ALL Retirees)
Today I am going to explain how to prioritize your retirement planning efforts if you are within 10 years of retirement.
Today I am going to explain how to prioritize your retirement planning efforts if you are within 10 years of retirement.
After building hundreds of financial plans, I’ve learned that there is an optimal “financial” order of operations that when used helps retiree’s save time and reduce stress.
In this podcast I am going to share the exact protocol we use at our independent financial planning firm to help clients get the most done with the smallest investment of time.
If I could summarize all the concepts from this video into 1 sentence it would be:
A mediocre plan that you can execute over long periods of time is far better than an incredible plan that you eventually abandon.
[...]
The downloadable material referenced in the podcast can be found here.
If you found this episode helpful, subscribe so you don't miss any future episodes.
Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.
Eric Amzalag, CFP®, RICP®
_ _
Want help with your Retirement Plan?
Email me: Eric@thepeakfp.com
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
Creators and Guests
Host
Eric Amzalag
Hi - I'm Eric Amzalag CFP®, RICP®, founder of Peak Financial Planning.I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses.
