Wealth Management & Financial Planning

Wealth Management & Financial Planning

How To Begin Your Retirement Practice Year 1404

Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

You understand that you need to replace a certain standard of living in retirement, but what does that look like? How do you know how much you really need? Find out what you need to consider on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking Points:
2. Budget practice year
3. Fixed vs social expenses
4. Multiple streams of income

Resources –
• “Practice Makes Perfect”, article by Grant Soliven, AIF “Practice Makes Perfect” – https://yourlifeafterwork.com/practice-makes-perfect

• “Your Assets vs. Income”, Consider This Program episode Your Assets vs. Income – Investment Playbook Show – https://yourlifeafterwork.com/your-assets-vs-income-investment-playbook-show

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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