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I always talk about different retirement strategies and things to think about, but I think it's important to zoom out and look at the big picture. It is easy to get overwhelmed when thinking about all the things that must be considered when evaluating your retirement.

I received a question from a listener recently asking what the most important parts of a retirement plan are. So, I wanted to share the 4 things I think you need to have in your retirement plan.

***Help me make the show better in 2024. Fill out this quick survey!

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: jacob.duke@appliedcapital.com

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Submit your question here: jacob@retirementanswers.net

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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Episode description

The 4 Parts of a Successful Retirement Plan

Episode description