Aug 21 2024 11 mins
The 3 types of retirement plans (The Retirement Plans That Work For ALL Retirees)
Today I am going to explain how to prioritize your retirement planning efforts if you are within 10 years of retirement.
After building hundreds of financial plans, I’ve learned that there is an optimal “financial” order of operations that when used helps retiree’s save time and reduce stress.
In this podcast I am going to share the exact protocol we use at our independent financial planning firm to help clients get the most done with the smallest investment of time.
If I could summarize all the concepts from this video into 1 sentence it would be:
A mediocre plan that you can execute over long periods of time is far better than an incredible plan that you eventually abandon.
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The downloadable material referenced in the podcast can be found here.
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Eric Amzalag, CFP®, RICP®
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Want help with your Retirement Plan?
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