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September 18, 2024 28 mins

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement.

Today, we’re digging into the 'How Do You Knows' of retirement planning. How do you know how much income you’re going to need when you retire? How do you know if your retirement plan is tax-efficient? Stay tuned as Lee sheds light on these questions and more!

Here’s some of the how-do-you-knows we discuss in today’s show:

  • How do you know how much income you’re going to need when you retire?
  • How do you know how much money you should have in your savings account?
  • How do you know when you're financially ready to retire?
  • How do you know if an advisor is a good fit for you or not?
  • How do you know if your retirement plan is tax-efficient?

 

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

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