EPISODE · Sep 15, 2021 · 18 MIN
Ep # 49: Our Bread & Butter - Retirement Planning 101
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
If you're wondering if you're on track with your retirement goals, or if you can retire when you want to, or you have enough saved - then this episode is for you! Retirement is a big decision. Listen to Ben and Adam talk about achieving confidence in your decision by going through our retirement planning process together.[1:17] Common retirement questions[3:08] Retirement variables[4:10] Figuring out together if retirement is possible[6:28] Our approach to making retirement assumptions[10:21] Looking at variables that we can control[11:16] Using projections to generate conversations[13:14] What retirement variables are the biggest concerns for clients?[16:10] Why the planning conversations are important to the decision processTracking # 1-05190710Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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If you're wondering if you're on track with your retirement goals, or if you can retire when you want to, or you have enough saved - then this episode is for you! Retirement is a big decision. Listen to Ben and Adam talk about achieving confidence in your decision by going through our retirement planning process together. [1:17] Common retirement questions [3:08] Retirement variables [4:10] Figuring out together if retirement is possible [6:28] Our approach to making retirement assumpt...
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Ep # 49: Our Bread & Butter - Retirement Planning 101
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