Retirement can be challenging... When should I take Social Security? How aggressively should I be investing? How can I manage my taxes? Where is my income going to come from?

These are the challenges that typically come up when planning for retirement. But as a financial planner who does retirement planning every day, I have found that one of the hardest parts of retirement is the mental side.

Most retirees are worried about spending too much money each month. This can steal your joy because of constant anxiety, and by not spending enough, you are cutting yourself short form the fulfilling retirement you dreamed of.

Today, I talk through this common struggle and provide 3 steps you can take to build your confidence in your income and spending plan in retirement.

***Help me make the show better in 2024. Fill out this quick survey!

Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: [email protected]

Submit your question here: [email protected]
YouTube: https://www.youtube.com/@retirementanswers

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity