Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years. 

One of the most challenging aspects of retirement is transitioning from a regular paycheck to creating your own income, but it can be made easier by working with a financial advisor. We’ll give you a look into our income planning process and explain why these mistakes could cost you. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future. 

 

Here’s what we discuss in this episode:

0:00 – Intro 

0:45 – Importance of income planning

2:34 – Longevity

4:33 – Social Security

6:27 – Bonds

8:06 – Inflation

10:26 – Lifetime income streams

13:56 – Review and adjust

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: [email protected]

Watch the show on YouTube: https://bit.ly/3VmzCUx