169. Recap: The 6 Pillars of a Retirement Plan

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Retirement is so much more than investments. Did you know there are six pillars that hold up a comprehensive retirement plan? Retirement Planner Loren Merkle discusses each pillar, how they work together, and why they are the foundation of your retirement.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/

Chapters

00:00 What is a Retirement Plan?

00:57 The Lifestyle Plan

01:22 The Income Plan 01:58 The Tax Plan

02:30 The Healthcare Plan

03:20 The Investment Plan

04:33 The Legacy Plan

05:50 Implementing Your Retirement Plan

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