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Do you know which parts of your retirement plan are in your control, and which ones you’re leaving to chance? In this episode, Scott breaks down the “retirement equation,” a framework that helps you separate what you can control, what you can influence, and what’s completely out of your hands.
Here’s what we cover in this episode:
➗ What the “retirement equation” really means
📊 Asset allocation & location, how to get them right
🕰️ The role of work duration and phasing into retirement
🏃♂️ Longevity: what you can and can’t influence
📉 Market returns and tax laws: why they’re outside your control
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📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
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https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
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