Mailbag: Do I Need To Budget For Retirement?

Equipping Points:

Does a budget really make that big of a difference? Eric talks about what this looks like in retirement and why it is critical to your financial plan. Not only does it impact your retirement lifestyle, but it has a huge implication on your taxes. Eric answers this question and two others from the mailbag on the podcast.

Which of these sayings relate to your financial life? 

  • Do I need to start budgeting before I retire? [1:12]
  • Are ETFs always better than mutual funds? [4:15]
  • How should my son invest some gifted money? [6:46]

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. 


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