A Financial Advisor Reacts To Dave Ramsey’s 9-Step Retirement Plan

24/07/2025 15 min
A Financial Advisor Reacts To Dave Ramsey’s 9-Step Retirement Plan

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Episode Synopsis

Dave Ramsey is one of the most recognized voices in personal finance. His 9-step retirement plan is simple, direct, and built for mass appeal. But is it really the best path for your retirement? Here’s some of what we discuss in this episode:🧭 Why your retirement plan should start with setting goals💸 Why saving more than 15% may be necessary🏡 When paying off your mortgage early makes sense📆 Evaluating Social Security timing based on your situation 🏥 Why planning for healthcare and long-term care early is criticalOur website: https://www.401k.faith Phone: (513) 898-1897 Contact our team: https://www.faith401kmgmt.com/contact_us/ Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/ Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/ Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/ Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g Facebook: https://www.facebook.com/profile.php?id=100063561056644 LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/ X: https://x.com/dennishorr