Focus on the P.L.A.N. - Wealth Map Radio

What this episode covers

When creating a retirement strategy, remember the acronym P.L.A.N. Predictability - value predictability over potential Low-correlation - strive include strategies and asset classes that do not require the market to perform in order for you to succeed Alignment - ensure that each component of you strategy reinforces and compliments the others rather than (unknowingly) creating friction Net-income - choosing tax-free/efficient strategies in place of tax-deferred/hostile strategies can be the difference between a retirement of plenty and one of scarcity Also, follow along in our case study where we demonstrate P.L.A.N. in action and create 5 streams of tax-free income while increasing potential net-spendable income by 59%.

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This episode was published on January 10, 2026.

What is this episode about?

When creating a retirement strategy, remember the acronym P.L.A.N. Predictability - value predictability over potential Low-correlation - strive include strategies and asset classes that do not require the market to perform in order for you to...

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