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Play #2: Determining How Much You Need in Retirement | Ep 31
Mark Zagurski explores Play #2 of the Seven Plays series: determining how much money you need in retirement. He challenges the conventional rule of thumb of replacing 70-80% of pre-retirement income, citing Morningstar research showing replacement rates vary from 54% to 87% based on lifestyle and expenses. Mark discusses the “go-go,” “slow-go,” and “no-go” phases of retirement and how expenses like healthcare and travel can shift over time. He emphasizes the need for a personalized plan to account for Social Security, retirement accounts, and personal savings.
You’ll learn:
→ Why retirement income needs vary widely based on lifestyle and circumstances.
→ The three phases of retirement and their impact on spending.
→ How Social Security, retirement accounts, and savings form your income foundation.
→ Why generic rules of thumb fall short in retirement planning.
→ The importance of tailoring your plan to your specific expenses and goals.
“In retirement, every day is essentially a Saturday. Don’t think of retirement as a simple accumulation goal for only paying your bills or expenses.” - Mark Zagurski
Start planning your retirement income now at www.makeitpersonalpodcast.com. Download our eBook and schedule a no-obligation consultation with a Mutual of Omaha advisor.
Connect with Mutual of Omaha Advisors through the following links:
→ Download The Game of the Decade eBook
→ Download the Seven Principles eBook
→ Facebook - Mutual of Omaha Advisors
→ Sign Up For a Free Financial Strategy Meeting
--
Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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By Mutual of Omaha AdvisorsMark Zagurski explores Play #2 of the Seven Plays series: determining how much money you need in retirement. He challenges the conventional rule of thumb of replacing 70-80% of pre-retirement income, citing Morningstar research showing replacement rates vary from 54% to 87% based on lifestyle and expenses. Mark discusses the “go-go,” “slow-go,” and “no-go” phases of retirement and how expenses like healthcare and travel can shift over time. He emphasizes the need for a personalized plan to account for Social Security, retirement accounts, and personal savings.
You’ll learn:
→ Why retirement income needs vary widely based on lifestyle and circumstances.
→ The three phases of retirement and their impact on spending.
→ How Social Security, retirement accounts, and savings form your income foundation.
→ Why generic rules of thumb fall short in retirement planning.
→ The importance of tailoring your plan to your specific expenses and goals.
“In retirement, every day is essentially a Saturday. Don’t think of retirement as a simple accumulation goal for only paying your bills or expenses.” - Mark Zagurski
Start planning your retirement income now at www.makeitpersonalpodcast.com. Download our eBook and schedule a no-obligation consultation with a Mutual of Omaha advisor.
Connect with Mutual of Omaha Advisors through the following links:
→ Download The Game of the Decade eBook
→ Download the Seven Principles eBook
→ Facebook - Mutual of Omaha Advisors
→ Sign Up For a Free Financial Strategy Meeting
--
Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.