It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one.
This is a foundational topic for anyone preparing for retirement, so make sure you hear this one. And if you have any questions about your plan or what you’re going to need for retirement, reach out and let’s begin that conversation.
Here’s some of what you’ll learn in this episode:
- If you don’t have an income plan, you don’t really have a retirement plan. [0:42]
- Where are you pulling the income from and when? [3:11]
- Why most people don’t have an income plan. [5:19]
- The steps you can take to start putting an income plan in place. [8:26]
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.