You’ll never reach any goal without a plan. Your finances are no different. If you don’t proactively plan and strategize your financial life, you’ll find yourself working until you’re 90.

But making a plan is not enough. You have to regularly review your plan to make sure it’s still serving your goals.

In this episode, I discuss how to keep your financial plan profitable and on track through regular reviews. 

Show Highlights Include:

• The Stanford rule of uncertainty and how to use it to safeguard your financial plan from ruin (3:14)
• Why failing to regularly review your financial plan will leave you broke (3:49)
• How to be absolutely certain your financial plan will survive the worst times of your life (7:42)
• The right way to adjust your financial plan following a massive life change event (11:31)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.