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Do I have enough money to retire comfortably? That's the most common question I get asked. And my answer is always the same--let's go through the financial planing process, put a plan together, and see what the numbers indicate.
In today's show, we take you behind the curtain and discuss our financial planning process. You'll learn what goes into a plan, how numbers are calculated, and how they are personalized for each of our clients.
By Bill Keen, Matt Wilson, Steve Sanduski4.6
6767 ratings
Do I have enough money to retire comfortably? That's the most common question I get asked. And my answer is always the same--let's go through the financial planing process, put a plan together, and see what the numbers indicate.
In today's show, we take you behind the curtain and discuss our financial planning process. You'll learn what goes into a plan, how numbers are calculated, and how they are personalized for each of our clients.

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