Equipping Points:
Saving for retirement is not like it used to be. For too many, it’s a mystery whether or not they have what they need to retire comfortably. To best prepare for retirement, it’s important to know where you stand. Do you have an understanding of what your goals and financial needs are?
Where will your retirement income come from? Have you stress-tested your financial plan? Hear from Eric as he outlines how to know where you stand financially before you retire.
Here’s some of what we discuss in this episode:
- How retirement has changed from previous generations.
- The key question to ask yourself.
- Understanding your income needs.
- Stress-testing your plan.
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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