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Listen "Episode 26: Why You May Need to Update Your Plan"
Episode Synopsis
If your advisor doesn't show you How you are good and set for retirement, then you probably aren't. If your advisor just talks about how you have a 60/40 portfolio and says you're good and set for retirement, you probably aren't. What happens if markets don't cooperate during retirement? Is there a plan for that? Don't base your retirement income on the market, base it on math.
More episodes of the podcast Retirement DNA
Episode 40: A Conversation about Tax
21/01/2025
Episode 34: The Secure Act 2.0
18/01/2023
Episode 31: The Power of Zero
07/10/2022
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