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The number one concern I hear from clients all the time is their fear of running out of money and crushing their nest egg. They may dread getting up and going to work, but are even more terrified to quit a secure and well-paying position. These worrisome thoughts can paralyze even the best of us.
To help increase your confidence, in this video I walk you through a few different concepts and questions to ask yourself to ensure you are taking the necessary steps to have a worry free retirement. For instance, what is a safe withdrawal rate for your portfolio or how to figure your fixed expenses, fixed income streams and lifestyle wants - and how all these play a role in establishing if you will have enough money in retirement.
Once you have figured these things out, it's important to review this information yearly with your financial advisor. Things will change and so will needs. Monitoring this information every year will help you determine the potential success or failure of your retirement plan.
To make sure you are taking the necessary steps to retire happy, click on this link to download The Ultimate Pre-Retirement Worksheet & Checklist.
I am fortunate enough to work with hundreds of retirees every year and get to learn from their experiences. You only get one retirement to experience, so I want to share the stories and insights I acquire to help make sure yours the best.
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Click on the following link to download The Ultimate Pre-Retirement Worksheet & Checklist to evaluate if you have taken the necessary steps for a happy retirement.
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