169. Recap: Don't Set Your Retirement Plan and Forget It

Learn more about building a retirement plan and take the first step of your retirement journey by registering for our online Journey to Retirement Workshop: https://bit.ly/3ve5nUV Nothing about retirement is a straight line. There are twists and turns along the way. You don't feel the same, spend the same, or even invest the same during a 20 or 30-year retirement. That's why you can't set it and forget it when building a retirement plan. Working with a retirement planner means THEY should reach out to YOU throughout retirement. Find out when and why you have to update your plan throughout retirement. Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/ Chapters 00:00 You Can't Set Your Retirement Plan & Forget It 00:45 What Are The Rules of Retirement 02:00 How Spending Changes in Throughout Retirement 03:03 Your Financial Advisor Should Not Be Setting Your Plan & Forgetting It 03:21 What Your Financial Advisor Should Be Doing -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.