The Ultimate Retirement Checklist: 6 Things To Include in Your Plan

Retirement Answers

محتوای ارائه شده توسط Jacob Duke, CFP® and Jacob Duke. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Jacob Duke, CFP® and Jacob Duke یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

2y ago 28:22

MP3•خانه قسمت

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: [email protected]

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