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Ep 28: Customization is King
Manage episode 324876887 series 2854350
Once you are actually in retirement what do you want it to look like? If you want to travel or relocate, you’ll need more income than someone planning to stay home. On today’s episode, we’ll discuss why customization is king and the important parts of your retirement plan that truly need to be customized to your life.
Key Points:
0:27 – Retirement age
3:00 – Lifestyle and income needs
5:54 – Your risk tolerance
9:06 – Family longevity and health history
10:48 – Desire for a financial legacy
13:15 – Emotions related to your money
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
77 حلقات
Manage episode 324876887 series 2854350
Once you are actually in retirement what do you want it to look like? If you want to travel or relocate, you’ll need more income than someone planning to stay home. On today’s episode, we’ll discuss why customization is king and the important parts of your retirement plan that truly need to be customized to your life.
Key Points:
0:27 – Retirement age
3:00 – Lifestyle and income needs
5:54 – Your risk tolerance
9:06 – Family longevity and health history
10:48 – Desire for a financial legacy
13:15 – Emotions related to your money
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
77 حلقات
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