The Game Plan
People ask us all the time how they can tell whether retirement is within their reach or if there’s more work to be done.
There’s no blanket answer that works for everyone but there are some questions you can ask yourself that will give you a pretty good idea. On this episode of the Retirement Playbook Podcast, Dale will take you through five key questions and explain what the answers will tell you about retirement
If you haven’t spent much time on planning, reach out to us and let’s start building your playbook.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[1:58] – Election still being counted
[2:59] – Do you know how much you have?
[5:30] – Do you know how much you spend?
[7:26] – Do you know how much risk you have in your portfolio?
[10:25] – Do you know what you’re paying in fees?
[12:22] – Do you know what your retirement income streams are going to look like?