Episode 74 - 6 Keys to a Retirement Plan

On this episode, Brian is joined by Bradley Geddes, CFP(R). Bradley helps our clients nationwide, but is based in the California Bay Area. Their conversation focuses on 6 keys to a retirement plan. Brian and Bradley start by talking about the basics, which is to have a plan! While that might sound simple, it's surprising how many retirees don't have a plan. You'll hear about how we define what a retirement plan is. They also discuss tax minimization strategies, risk reduction, portfolio optimization, income optimization, and fee minimization. And one of the biggest things that separates us from other advisors is how we mesh all of these points together in our planning process. Tune in to this week's episode to hear more about it. If you want more information or want to get a hold of us to see how your retirement could potentially be improved by our approach we call A Safer Retirement(TM), visit our website at https://www.deckerretirementplanning.com