Spending It All: Retirement Planning for the Ultimate Lifestyle Goal

Your Retirement Elevated Podcast with Scott Dougan

Everyone views their retirement differently, and there’s a segment of the population that wants to live life to the fullest. If they could build the perfect plan, that last check they write would barely clear the bank. For those that don’t want to leave a large legacy and would rather spend down their assets over their lifetime, we’ll talk about how personalized planning can help accomplish that goal and ensure you’re not going to run out of money too soon.

Here’s what we cover in this episode:

0:00 – Intro

3:08 – Strained spending

7:16 – Defining lifestyle needs

11:05 – Mindset shift

15:13 – Our process

Want to connect with us?

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Watch the show on YouTube: https://bit.ly/3RiT7Ky