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Planning for Retirement – How the Process Works, Part 2
Episode 107th October 2020 • Secure Your Retirement • Radon Stancil, CFP® & Murs Tariq, CFP®
00:00:00 00:25:56

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In part two of the Retirement in Action mini-series, Radon, Murs, and Morgan move onto the next steps of building a retirement plan, following their initial consultation roleplay in the first episode of the series.

In this part of the process, the retiree is presented with a plan and simulations for their future, based on the data that was previously provided.

If you missed part one of this mini-series please listen to episode eight of the Secure Your Retirement podcast, ‘Planning for Retirement – How the Process Works, Part 1’.

In this episode, find out:

  • How the retirement analyzer shapes your retirement plan
  • What your investable assets are
  • Where inflation will and won’t be applied
  • How running a simulation can give you clarity on your plans
  • Where your required minimum distribution applies and how it’ll work for you
  • How the “what ifs” can affect your plan


Important Links & Mentions

If you have any questions about this episode or any topics that we raised in it, please email info@pomwealth.net


Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement.

To access the course, visit POMWealth.net/podcast

To receive our free book, Get Off the Retirement Rollercoaster, leave this podcast a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net