We’ve all opened up a statement and seen the retirement income that’s projected from that account. Not every account has it but most do. The question is how much can you trust that number and can you base a retirement plan on what you see?

Retirement planning can be a daunting task, with numerous variables and uncertainties that can make or break your financial future. Understanding the intricacies of income projections and tailored strategies is essential to secure a comfortable retirement, and we brought Jake Doser, CFP® onto the podcast to help explain these projections a bit more.  

 

Here’s some of what we discuss in this episode:

• How reliable are these projections?
• The income analysis we do with each client to help provide a more realistic projection.
• The variables that these projections aren’t able to factor in.
• How we approach conversations with people who aren’t in good shape for retirement.

 

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