Ready For Retirement Do We Have Enough for Retirement? [Plus Bonus Worksheet]
How much it will cost to meet your needs is one of the hardest parts to understand about retirement. Relying on conventional wisdom will only get you so far, and may even lead you astray.
In this episode, we explain how to get an accurate sense of your retirement expenses while walking you through a real example from a listener question.
As a bonus, we are including a free worksheet for you to use:
Retirement Cash Flow Planner
Questions answered:
How can you tell if you're financially on track for retirement?
What do you do before social security kicks in to supplement income?
Timestamps:
0:00 Intro
3:10 Listener question
3:57 A few things to consider
6:00 Here's where to start
10:23 Where does the rest go?
13:07 Steps 1 and 2
16:31 Their portfolio
18:31 Retirement expenses
21:50 Income strategy
23:40 Outro
Create Your Custom Strategy ⬇️