Episode 26: Why You May Need to Update Your Plan - podcast episode cover

Episode 26: Why You May Need to Update Your Plan

May 13, 202213 minSeason 1Ep. 26
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Episode description

  1. If your advisor doesn’t show you How you are good and set for retirement, then you probably aren’t.
  2. 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.
  3. What happens if markets don’t cooperate during retirement? Is there a plan for that?
  4. Don’t base your retirement income on the market, base it on math.
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