When it comes to planning for your retirement, there’s a lot more to consider than where to invest. Going beyond the data and numbers, you need to consider these areas of your life and what you want them to look like in retirement.

 Show Notes

0:59 Lifestyle 

• When people come in to meet with Eric and his team, they are often surprised that it’s not just about the data. It’s important to find out what you envision your retirement will look like. Then you need to consider the challenges in retirement.

 4:25 Social Security

• Social Security is one of the only guaranteed income sources for most people. Claiming it correctly is critical to your plan.

 6:39 Pensions

• The nice thing about a pension is that it pays for the rest of your life. You don’t have control over the asset, however.

 8:33 Home-related issues

• Are you thinking of downsizing? Maybe you would rather travel or don’t want to take care of the maintenance on a home.

 10:12 Health

• This is the biggest fear among many of Eric’s clients since healthcare insurance as an individual is hard to find.