It’s been said that if you don’t have an income plan, you really don’t have a retirement plan. You’ve probably heard the term “income plan” before, but how crucial is it to your overall retirement strategy? In today’s episode, Steve discusses the importance of income planning and why it’s such a critical part of your retirement plan.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:20 – Why income plans are crucial
3:47 – People underestimate their retirement needs
6:02 – How Steve guides clients through this process
8:57 – A common client scenario
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
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