In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the third and final step in the Peace of Mind Pathway—Nurture. After creating a retirement-focused plan and implementing key strategies, nurturing your plan is what keeps it strong and adaptive for the long haul. Much like maintaining a car on a long road trip, your financial plan needs regular checkups, updates, and care to remain effective. This episode walks through the structure and purpose of your ongoing financial advisor meetings, and how regular reviews help you manage changes in income, required minimum distributions (RMDs), risk tolerance, and personal goals.

Listen in to learn about the critical components of an annual retirement planning process—including the Roth conversion strategy, retirement tax planning, and long-term care considerations. Radon and Murs outline the cadence of two core strategy meetings each year: the Financial Plan Review and the Tax Strategy Meeting. You’ll also discover how their team supports clients with proactive retirement education, timely updates, and a collaborative, team-based approach to financial planning for retirement.

·      Why nurturing your plan is essential to retiring comfortably.

·      What happens in the Financial Plan Strategy Meeting and how it supports your evolving goals.

·      The value of the Tax Strategy Meeting and how it aligns with your retirement tax strategy.

·      How long term care planning and beneficiary reviews are integrated annually.

·      The importance of communication and ongoing retirement education to keep your plan on track.

"Building a retirement plan is just the beginning—nurturing it ensures you stay on track through every stage of life." – Radon Stancil

 "Strategy meetings are not just check-ins; they’re where proactive planning meets real-life updates to secure your retirement." – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.