Show notes
Send us a textIt’s been said that if you don’t have an income plan, you really don’t have a retirement plan. You’ve probably heard the term “income plan” before, but how crucial is it to your overall retirement strategy? In today’s episode, Steve discusses the importance of income planning and why it’s such a critical part of your retirement plan.Here’s some of what we discuss in this episode:0:00 – Intro1:20 – Why income plans are crucial 3:47 – People underestimate their retirement needs6:02 – How Steve guides clients through this process8:57 – A common client scenarioGet your copy of Power Up Your 401K: https://keap.page/ngt919/toolkit.html Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12 Other ways to get in touch: Phone: (775) 266-8867Our website: https://powerhousefinancialadvisors.com/Email: [email protected] LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors