What is a retirement plan... actually?
Is it a Monte Carlo simulation? Tax projections? Investment allocations?
A retirement plan, in my opinion, is non of those things individually. But when they are put together correctly, they each help produce a comprehensive plan.
So, this week I week I wanted to share what I think a comprehensive retirement plan looks like and what you should include in your plan.
The key takeaway: Your plan doesn't have to be long or super technical. It can be as simple as bullet points on a single page. The most important thing is that the plan is actionable because you can have the best plan, but if you don't execute the plan, it is worthless.
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob.duke@appliedcapital.com
Submit your question here: jacob@retirementanswers.net
YouTube: https://www.youtube.com/@retirementanswers
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What is Retirement Answers?
Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!
The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.
Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.
Here's to learning everything you need to know to live out your dream retirement!