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What Goes Into a Retirement Plan? episode artwork

EPISODE · Dec 23, 2019 · 25 MIN

What Goes Into a Retirement Plan?

from Casual Friday: Financial Insights · host Ford Financial Group

Have you ever wondered why your financial planner asks you how much you make a year, or what your expenses are? One answer is that they are trying to get information that's key to creating a retirement income projection, or a financial plan.In this episode, Ryan and Brian cover the important information from your financial life that goes into the creation of your personalized retirement plan, and how financial advisors work to figure out what kind of retirement trajectory you're on. When done correctly, this can help you retire with confidence and peace of mind.Tracking #1-927602Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License)Send in your questions!

What this episode covers

Have you ever wondered why your financial planner asks you how much you make a year, or what your expenses are? One answer is that they are trying to get information that's key to creating a retirement income projection, or a financial plan. In this episode, Ryan and Brian cover the important information from your financial life that goes into the creation of your personalized retirement plan, and how financial advisors work to figure out what kind of retirement trajectory you're on. When do...

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Frequently Asked Questions

How long is this episode of Casual Friday: Financial Insights?

This episode is 25 minutes long.

When was this Casual Friday: Financial Insights episode published?

This episode was published on December 23, 2019.

What is this episode about?

Have you ever wondered why your financial planner asks you how much you make a year, or what your expenses are? One answer is that they are trying to get information that's key to creating a retirement income projection, or a financial plan.In this...

Can I download this Casual Friday: Financial Insights episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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