
Sign up to save your podcasts
Or
How much it will cost to meet your needs is one of the hardest parts to understand about retirement. Relying on conventional wisdom will only get you so far, and may even lead you astray.
In this episode, we explain how to get an accurate sense of your retirement expenses while walking you through a real example from a listener question.
As a bonus, we are including a free worksheet for you to use:
Retirement Cash Flow Planner
Questions answered:
How can you tell if you're financially on track for retirement?
What do you do before social security kicks in to supplement income?
Timestamps:
0:00 Intro
3:10 Listener question
3:57 A few things to consider
6:00 Here's where to start
10:23 Where does the rest go?
13:07 Steps 1 and 2
16:31 Their portfolio
18:31 Retirement expenses
21:50 Income strategy
23:40 Outro
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
4.9
743743 ratings
How much it will cost to meet your needs is one of the hardest parts to understand about retirement. Relying on conventional wisdom will only get you so far, and may even lead you astray.
In this episode, we explain how to get an accurate sense of your retirement expenses while walking you through a real example from a listener question.
As a bonus, we are including a free worksheet for you to use:
Retirement Cash Flow Planner
Questions answered:
How can you tell if you're financially on track for retirement?
What do you do before social security kicks in to supplement income?
Timestamps:
0:00 Intro
3:10 Listener question
3:57 A few things to consider
6:00 Here's where to start
10:23 Where does the rest go?
13:07 Steps 1 and 2
16:31 Their portfolio
18:31 Retirement expenses
21:50 Income strategy
23:40 Outro
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!
436 Listeners
772 Listeners
1,919 Listeners
736 Listeners
1,290 Listeners
432 Listeners
510 Listeners
516 Listeners
565 Listeners
181 Listeners
555 Listeners
175 Listeners
36 Listeners
727 Listeners
100 Listeners