Financial Symmetry: Balancing Today with Retirement

Retirement Trends You Should Know About, Ep #160


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Financial planning is a powerful tool that can help you not only anticipate risks and opportunities but also help you envision your future to ensure that you can retire the way you want to retire.

Video recap: https://youtu.be/hKJRvl-_RlM

As Howard Marks says, “You can’t predict but you can prepare.”

As you prepare for retirement it is helpful to stay up to date with the latest retirement trends. This is why we're excited to share our takeaways from the JP Morgan Guide to Retirement with you. You may be curious about how you are doing compared to others in your demographic and guides like this one can help you more deeply understand where you stand in your retirement planning journey.

Outline of This Episode
  • [2:10] Increased longevity is changing retirement 
  • [5:33] How will you spend your 3rd act?
  • [9:30] Time is a limited resource
  • [13:50] How are retirees spending their money
  • [20:21] The benefits of diversified sources of savings
Resources & People Mentioned
  • JP Morgan Guide to Retirement
  • Financial Symmetry Pre-Retirement Checklist FREE Download - https://www.financialsymmetry.com/pre-retirement-checklist/

 

...more
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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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