Listen "Ep 15: Your Retirement, Your Rules: Build a Retirement Income Plan That Works for You"
Episode Synopsis
In this episode of Living Wealthy, host Nick Poppe wraps up his 3-part series on retirement income strategies by walking you through how to design your own personalized income plan. If you’ve ever wondered how to turn your savings into a sustainable income stream—or how to plan for peace of mind, not just performance, this episode is for you.Nick breaks down how to:Identify and separate income needs (necessities vs. lifestyle)Take inventory of your assets (Social Security, 401(k)s, IRAs, real estate, annuities, life insurance, and more)Layer your income: guaranteed, semi-predictable, and variable sourcesBuild flexibility into your plan with tax-advantaged, liquid “buffer assets”Manage taxes in retirement without letting them control your planThis isn’t about one-size-fits-all advice or generic rules of thumb. It’s about helping you align your money with your values, and create a retirement strategy that helps you sleep well at night.Book a free 15-minute Intro call at https://www.fwstrategies.com/Learn more about the Bank on Yourself strategy with the Bank on Yourself Special Report: https://www.bankonyourself.com/findoutmorenow?wp_src=NP43Learn more about the power of guaranteed income for retirement and get your Lifetime Guaranteed Income Guide: https://www.bankonyourself.com/guaranteed-lifetime-income-consumer-guide?wp_src=NP43A&srcpKeywordsretirement income strategies, financial planning, passive income, income needs, asset assessment, tax efficiency, retirement planning, financial coaching, wealth management, income layering
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