Equipping Points:
Many people can have a couple of “blind spots” so to speak when it comes to their retirement plans. Do you worry you may not be accounting for everything you might need for your retirement? Then today’s episode is perfect for you!
Join Eric as he jumps into some common blind spots he sees folks have when they are planning their future, such as inflation and future medical costs. Also on tap is how a market downturn early in retirement can throw your plans out of whack, and how you can minimize that risk. Be sure to tune in!
Here’s some of what we discuss in this episode:
- The dangers of a market downturn early in your retirement.
- Accounting for inflation.
- Planning for medical costs.
- Understanding the tax coordination on your income.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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The host: Eric Peterson - Contact - Call: (515) 226-1500
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