EPISODE · Jul 24, 2025 · 15 MIN
A Financial Advisor Reacts To Dave Ramsey’s 9-Step Retirement Plan
from Dollars With Dennis · host Dennis Horr
Dave Ramsey is one of the most recognized voices in personal finance. His 9-step retirement plan is simple, direct, and built for mass appeal. But is it really the best path for your retirement? Here’s some of what we discuss in this episode:🧭 Why your retirement plan should start with setting goals💸 Why saving more than 15% may be necessary🏡 When paying off your mortgage early makes sense📆 Evaluating Social Security timing based on your situation 🏥 Why planning for healthcare and long-term care early is criticalOur website: https://www.401k.faithPhone: (513) 898-1897Contact our team: https://www.faith401kmgmt.com/contact_us/Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/Join one of our upcoming events: https://www.faith401kmgmt.com/events.htmCheck out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7gFacebook: https://www.facebook.com/profile.php?id=100063561056644LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/X: https://x.com/dennishorr
What this episode covers
Dave Ramsey is one of the most recognized voices in personal finance. His 9-step retirement plan is simple, direct, and built for mass appeal. But is it really the best path for your retirement? Here’s some of what we discuss in this episode: 🧭 Why your retirement plan should start with setting goals 💸 Why saving more than 15% may be necessary 🏡 When paying off your mortgage early makes sense 📆 Evaluating Social Security timing based on your situation 🏥 Why planning for healthcare...
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A Financial Advisor Reacts To Dave Ramsey’s 9-Step Retirement Plan
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