Do We Have Enough for Retirement? [Plus Bonus Worksheet] episode artwork

EPISODE · Jul 11, 2023 · 24 MIN

Do We Have Enough for Retirement? [Plus Bonus Worksheet]

from Ready For Retirement · host James Conole, CFP®

How much it will cost to meet your needs is one of the hardest parts to understand about retirement. Relying on conventional wisdom will only get you so far, and may even lead you astray.In this episode, we explain how to get an accurate sense of your retirement expenses while walking you through a real example from a listener question.As a bonus, we are including a free worksheet for you to use:Retirement Cash Flow PlannerQuestions answered:How can you tell if you're financially on track for retirement?What do you do before social security kicks in to supplement income?Timestamps:0:00 Intro3:10 Listener question3:57 A few things to consider6:00 Here's where to start10:23 Where does the rest go?13:07 Steps 1 and 216:31 Their portfolio18:31 Retirement expenses21:50 Income strategy23:40 OutroCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

Episode metadata supplied by the publisher feed · Published Jul 11, 2023

Embed this episode

How much it will cost to meet your needs is one of the hardest parts to understand about retirement. Relying on conventional wisdom will only get you so far, and may even lead you astray. In this episode, we explain how to get an accurate sense of your retirement expenses while walking you through a real example from a listener question. As a bonus, we are including a free worksheet for you to use: Retirement Cash Flow Planner Questions answered: How can you tell if you're financially on t...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

Do We Have Enough for Retirement? [Plus Bonus Worksheet]

0:00 24:53

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Ready For Retirement?

This episode is 24 minutes long.

When was this Ready For Retirement episode published?

This episode was published on July 11, 2023.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Ready For Retirement episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!