Ep 71: Can You Ace This Retirement Quiz?

Moment of Clarity:

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.

Here is some of what you’ll learn on this show:

  • Some exciting news about the future of the show (1:51)
  • How much income will you need in retirement compared to how much you’re making while working. (5:42)
  • What’s the biggest fear for most retirees and how planning accounts for that. (8:24)
  • What does a truly diversified portfolio look like and how can you achieve that within your retirement plan.  (12:30)

Hopefully you’ll pick up on something during the quiz that you didn’t know about before, but if you have questions about anything we discussed on the show, please reach out and we’ll be happy to talk to you about your financial situation.

 

 


📲 Want to set up a time to talk with Lee and begin taking the next steps in your retirement plan? Find a time on our calendar here and book your 15 call now


 

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