Retire With Ryan

A Retirement Income Planning Strategy That Works, Ep #2


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Retirement income planning is something we all know we need to do but don’t always get around to in a timely manner. One of the reasons we delay could be because we simply don’t know where to start. That’s why I’ve recorded this episode. I want you to know the basic, prudent steps that you can take to get your retirement ship sailing and to ensure that you feel comfortable with what your income is going to be like during retirement. It’s not a hard process, but it does take some thought and some assessment of where you’re at financially now and where you want to be financially during retirement. 

You will want to hear this episode if you are interested in...
  • How to use my 4-step process to figure your retirement needs [1:40]
  • The best approaches to using Social Security in retirement [5:31]
  • Approaches to utilizing your pension effectively [7:07]
  • How personal savings can help with retirement expenses [10:10]
  • How to monitor your retirement funds in light of tax changes [14:53]
Resources & People Mentioned
  • https://ssa.gov - download your Social Security statement
  • The Guyton Guardrail Strategy
Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact
...more
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Retire With RyanBy Ryan R Morrissey

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