If you're wondering if you're on track with your retirement goals, or if you can retire when you want to, or you have enough saved - then this episode is for you! Retirement is a big decision. Listen to Ben and Adam talk about achieving confidence in your decision by going through our retirement planning process together.
[1:17] Common retirement questions
[3:08] Retirement variables
[4:10] Figuring out together if retirement is possible
[6:28] Our approach to making retirement assumptions
[10:21] Looking at variables that we can control
[11:16] Using projections to generate conversations
[13:14] What retirement variables are the biggest concerns for clients?
[16:10] Why the planning conversations are important to the decision process
Tracking # 1-05190710
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
