RETIREMENT MADE EASY

The Level of Detail Required in a Great Retirement Plan, Ep #145


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What will make or break your retirement plan? What makes a plan weak or unrealistic? What needs to be factored into the overall strategy? How do we build a great retirement plan? A retirement plan isn’t just reviewing your investment statements. A far greater level of detail is required to make sure your dream retirement isn’t just a dream—but a reality. So in this episode of Retirement Made Easy, I share a high-level overview of what we do to build a great retirement plan. 

You will want to hear this episode if you are interested in...
  • [2:16] Why it’s time to build/update your retirement plan
  • [7:47] Check out RetirementMadeEasyPodcast.com
  • [10:06] Addressing health insurance in retirement
  • [13:48] Do you want to earmark funds for travel? 
  • [14:27] What are your goals and objectives?
  • [16:22] Factoring inflation into your retirement plan
  • [18:08] Your retirement plan needs to be customized to you
  • [19:56] Do your investments align with your goals?
  • [21:00] Where is your income coming from?
  • [22:14] Making your retirement plan tax-efficient
  • [23:25] Legacy, estate, and beneficiary planning
Resources & People Mentioned
  • 3 Steps to Retirement Planning
  • The Retirement Story Everyone NEEDS to Hear, Ep #6 
Connect With Gregg Gonzalez
  • Email at: [email protected] 
  • Podcast: https://RetirementMadeEasyPodcast.com
  • Website: https://StLouisFinancialAdvisor.com
  • Follow Gregg on LinkedIn
  • Follow Gregg on Facebook
  • Follow Gregg on YouTube

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RETIREMENT MADE EASYBy Gregg Gonzalez

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