Ford shares SIX important questions you need to answer honestly for your retirement on Episode 12 of The Active Wealth Show. Photo by Arisa Chattasa on Unsplash

We encourage you and your spouse to honestly answer these SIX important questions to properly plan for your retirement. Don’t you think you should throughly plan your retirement? We call this SUCCESSFUL OUTCOME BASED RETIREMENT PLANNING!

#1: How much income will you need to stay retired? –If you retired today, how much income do you need to support your current (or desired) lifestyle?

#2: How much market volatility risk are you willing to take? –Are you willing to let the market dictate your income or do you want to have a minimum guarantee?

#3

How will you plan for taxes, inflation and interest rates?

–How

can you structure your plan to make sure you have enough income in the future

if rates or inflation rise?

#4 How much liquidity do you need in case of an emergency? –How much do you need in readily available accounts to make sure you are prepared for unexpected costs?

#5

How will you protect your spouse and loved ones?

–Who

do you want to inherit any remaining assets and how can you clearly define your

final directives?

#6 What steps do you need to take to get started? –Who is involved in the decision making process and who will review progress to make sure your plan is still on track?

To thoroughly answer these questions metrically, feel free to call our office at 770-685-1777 to schedule your FREE, FINANCIAL CONSULTATION or book your appointment directly into MY CALENDAR.

We are ready to help you prepare properly for a successful retirement!