Ep 182: Unsure, Confident or Certain: Retirement Planning Next Steps
About this episode
In today’s episode, we’re going to focus on the three categories that many clients fall into when starting their retirement planning journey: The unsure, the confident, and the certain. Whether you have no idea if you can retire or if you’re positive that you have sufficient funds to retire, we’ll cover some critical areas of retirement planning that you need to pay attention to.
Here are some of the things we’ll address in this episode:
- 1:10 – The “I have no idea if I can retire” client
- 5:24 – The “I think I have enough money” client
- 7:25 – What is a reasonable rate of return?
- 11:33 – The “I know I have enough money to retire” client
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
Get every episode summarized
Each time Phil's Tax Hacks publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Phil's Tax Hacks
Volunteering: The Best Investment You Might Make In Retirement
Phil's Tax Hacks
A New Proposal Might Cap Your Social Security Payments
Phil's Tax Hacks
The Surprisingly Hard Part of Retirement Nobody Warns You About
Phil's Tax Hacks
What Happens to Your Retirement When Your Income Isn't Predictable?
Phil's Tax Hacks