Phil's Tax Hacks
Phil's Tax Hacks
Phil Putney
Ep 168: Back to Basics - Income Planning
13 minutes Posted Jan 26, 2023 at 10:02 am.
If you don’t have an income plan, you don’t really have a retirement plan.
Where are you pulling the income from and when?
Why most people don’t have an income plan.
The steps you can take to start putting an income plan in place.
0:00
13:19
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Show notes
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one.
 
Here’s some of what you’ll learn on this episode:
If you don’t have an income plan, you don’t really have a retirement plan. (
0:42)
Where are you pulling the income from and when? (
3:11)
Why most people don’t have an income plan. (
5:19)
The steps you can take to start putting an income plan in place. (
8:26)
 
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