The Ultimate Retirement Checklist: 6 Things To Include in Your Plan

from Retirement Answers · host Jacob Duke, CFP®

What is a retirement plan... actually?Is it a Monte Carlo simulation? Tax projections? Investment allocations?A retirement plan, in my opinion, is non of those things individually. But when they are put together correctly, they each help produce a comprehensive plan.So, this week I week I wanted to share what I think a comprehensive retirement plan looks like and what you should include in your plan.The key takeaway: Your plan doesn't have to be long or super technical. It can be as simple as bullet points on a single page. The most important thing is that the plan is actionable because you can have the best plan, but if you don't execute the plan, it is worthless.Want help with your retirement plan?👇🏼☎️ Book a call with me: https://calendly.com/jacobduke/intro✉️ Email me: [email protected] your question here: [email protected]: https://www.youtube.com/@retirementanswers#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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This episode is 28 minutes long.

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This episode was published on September 5, 2023.

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