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The Retirement Planning Process
Episode 19927th February 2023 • Secure Your Retirement • Secure Your Retirement
00:00:00 00:34:59

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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discusses what the financial retirement planning process looks like. How does it work? What information do you need to present?

Maybe you haven’t worked with a financial advisor before and don’t know the financial planning process. In this episode of the Secure Your Retirement podcast, we have a large part of our team take you through our retirement planning process.

Listen in to learn about the financial snapshot, its information, and why you’d have to share that information with us. You will also learn what the cash, safety, and growth buckets look like as part of the strategy meeting and the clarity they offer.

In this episode, find out:

  • The financial snapshot – a questionnaire document to help us get to know you better.
  • The importance of sharing all your information for us to make the best recommendation possible.
  • The different types of accounts you need to submit to help us with recommendations.
  • The questions you’ll have to answer to help us understand your income and expenses.
  • Other of your financial categories you’ll need to disclose to us.
  • The specific account statements you need to provide to help us build your plan.
  • How we use your accounts statements to verify account balances and look at your holdings.
  • The steps we’ll take you through to understand the financial planning process.
  • Analyzing risk exposure - comparing where your investments are and where you want to be.
  • The bucket sheet as part of the strategy meeting; cash, safety, and growth buckets.  

Tweetable Quotes:

  • “There’s a whole bunch of different accounts that you can have, some are more common than others, but at the end of the day, it’s important to get the specific type of account so that we know how to build our recommendation.”- Nick
  • “The earlier someone starts evaluating not just how much they have today but also what’s going out the door when they fully retire, it makes the plan well thought out and more precise.”- Murs Tariq


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, simply visit



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