Retirement Game Plan with Mark Truttman

Ep 1: Building Your Financial House


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Building a financial plan is a lot like constructing a house. From the foundation to the roof, all of the elements of a house work together to provide you security and longevity. That's the same way your retirement plan works so let's explore the idea and identify the different financial pieces.

0:42 – Are you good with your hands and enjoy building things?

3:22 – Here's what we're talking about today in terms of building a house.

4:23 – The foundation of your financial house

6:37 – Income sources aren't an income plan.

7:26 – What would the walls be in your financial house?

8:50 – What should you have to strengthen that wall?

11:43 – Let's talk about the roof now. What's covering your head?

16:46 – Estate plan and tax plan are important

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Retirement Game Plan with Mark TruttmanBy Mark Truttman