Mike and Jim on Retirement Income Planning (Ep. 12)

Retirement planning goes beyond numbers—it’s about building a future that aligns with your values. This week on Ideas by Mike, Mike Milligan, CFP®, and Jim Fisher unveils the value of developing a retirement income plan that remains adaptable and reliable. They cover the transition from growth to income strategies and how the Forecaster tool provides clear insights into managing potential risks, like the “retirement dead zone.”  So, tune in as they explore the essentials of tax planning, income diversification, and practical steps toward creating a stable, sustainable income throughout retirement. Key Highlights: How Jim Fisher’s innovative Forecaster tool empowers clients with personalized income projections for retirement readiness The importance of income diversification: using social security, pensions, savings, and annuities to create a reliable “personal pension” How shifting from growth-focused to income-focused strategies a decade before retirement helps clients manage risks effectively The potential for “retirement raises”: strategies to boost post-retirement income with inflation-adjusted plans and strategic asset reallocation How personalized financial planning aligns retirement strategies with individual needs, lifestyle goals, and financial well-being And much more! Connect with Mike Milligan, CFP®: Ideas by Mike  LinkedIn: Mike Milligan, CFP® Facebook: Ideas by Mike  Instagram: @ideasbymike YouTube: Ideas by Mike  757-909-7151 [email protected] Connect with Jim Fisher: LinkedIn: Jim Fisher JB Growth Partners About Our Guest: Jim Fisher is the Founder & CEO of Jucebox and has been a longtime member of the retirement income planning space. He has a passion for teaching financial literacy to all and helping retirement professionals grow their businesses. Check out Jim’s LinkedIn to get connected with him.