Show notes
What will make or break your retirement plan? What makes a plan weak or unrealistic? What needs to be factored into the overall strategy? How do we build a great retirement plan? A retirement plan isn't just reviewing your investment statements. A far greater level of detail is required to make sure your dream retirement isn't just a dream—but a reality. So in this episode of Retirement Made Easy, I share a high-level overview of what we do to build a great retirement plan. You will want to hear this episode if you are interested in... [2:16] Why it's time to build/update your retirement plan [7:47] Check out RetirementMadeEasyPodcast.com [10:06] Addressing health insurance in retirement [13:48] Do you want to earmark funds for travel? [14:27] What are your goals and objectives? [16:22] Factoring inflation into your retirement plan [18:08] Your retirement plan needs to be customized to you [19:56] Do your investments align with your goals? [21:00] Where is your income coming from? [22:14] Making your retirement plan tax-efficient [23:25] Legacy, estate, and beneficiary planning Resources & People Mentioned 3 Steps to Retirement Planning The Retirement Story Everyone NEEDS to Hear, Ep #6 Connect With Gregg Gonzalez Email at: [email protected] Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts