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Episode 30: The Potholes of Retirement (Part 1)

Jul 29, 2021

Episode 1 of 7 discussing potential potholes in your retirement plan can be prevented with proper planning.

Here are just a handful of the things that we'll discuss:

  • Pothole #1- Continuing to put more value un your net worth or portfolio value than your income amount.
    • Prevent the Damage! Call it what you want, develop a budget/spending plan so you can build a plan to give you secure monthly income.
  • Pothole #2- Under estimating the impact of taxes on your retirement portfolio.
    • Prevent the Damage! Start now to build your tax-free sources of income.

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