Love is in the air, and so is smart retirement planning. In this Valentine's Day edition, Nick and Jake show you how to move from a "day‑to‑day fling" with your finances to a long‑term, committed retirement plan by really knowing your numbers and your income needs. They break down how to balance safety, income, and growth so you can enjoy life now while still being prepared for curveballs like healthcare costs, inflation, and taxes.
Here's what we discuss in this episode:
📊 Financial Clarity: Knowing your numbers builds confidence
⚖️ Income Balance: Coordinating safety, income, and growth
🛡️ Unexpected Events: Planning for healthcare, taxes, and inflation
🎓 Next Generation: Encouraging financial literacy early
🎒 529s & Trusts: Understanding education and legacy tools
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