Mastering Cash Flow in Retirement: Understanding Income Planning

This show is all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance.

Plus, we’re going to get J’Neanne’s perspective on the prevalence of scams and how she’s helping her clients navigate them. Then we’ll learn more about J’Neanne away from the office and we’ll close out the show with a few of your financial questions.

 

Here are some of the things you’ll learn in this episode:

0:00 – Intro

1:34 – Let’s talk types of scams

7:52 – What we tell clients

11:46 – Getting to Know J’Neanne

18:09 – Importance of retirement income

21:46 – Diversity of revenue streams

25:39 – Guaranteed vs non-guaranteed income

33:00 – Mailbag questions  

 

Watch 'What happens when you reply to spam' video -

https://www.youtube.com/watch?v=4o5hSxvN_-s 

 

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Schedule your analysis: https://theuswealthadvisors.com/schedule/