Ep 29: Is it Possible to Build a Perfect Retirement Plan?

How good do you feel about your retirement plan? How close are you to putting together the perfect plan? It’s out there and within reach but there’s a lot that goes into it. Let’s find out what it takes to get all of the pieces in place for the perfect retirement plan and the areas where people usually fall short.

 

Check out the show notes and get additional resources here: https://www.baschrock-fg.com/podcast/ep-27-is-it-possible-to-build-a-perfect-retirement-plan/ 

 

Today's show rundown: 

2:52 – Does the perfect plan exist?

3:48 – When someone comes in for a second opinion on their plan, these are the questions we ask them.  

4:55 – When we see someone with a great plan, here’s what they’re doing that other people aren’t.

5:50 – Is long-term care a spot where people are often lacking?

6:54 – If I don’t feel great about having the perfect plan, am I in the majority?

7:54 – There’s so many different pieces to a complete retirement plan.

9:38 – What’s a realistic timeframe for the start of the planning process to having a complete plan in place?

11:14 – Just because you have a perfect plan now doesn’t mean it will always be that way.