The Importance of Income Planning in Retirement

08/02/2024 12 min
The Importance of Income Planning in Retirement

Listen "The Importance of Income Planning in Retirement"

Episode Synopsis

The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show.Here’s some of what we discuss in this episode:0:00 – Intro 0:56 – Without an income plan, you don’t have a plan2:02 – How many people have an income plan?4:55 – Planning strategies9:24 – Our process with clients11:42 – Relationship Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv Schedule an appointment: https://www.tag-pa.com/contact Find us on YouTube: https://bit.ly/3SLNt4Z See omnystudio.com/listener for privacy information.