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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