A written retirement income plan vs. a retirement “booger plan”

Jimmy Lin talks about the ultra-importance of planning. Jimmy compares this to how much teams prep for a Super Bowl and how surviving without a job’s paycheck for 20-30 years requires a meticulous framework. He compares a detailed plan for knowing what money is available and how it will be distributed to how pick “pick at the pile” of their portfolio like “boogers.” And Jimmy talks about how his twins are already finishing up their first year of high school. If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.  Follow us on Facebook!See omnystudio.com/listener for privacy information.