• 002.Your Retirement Checklist

  • 2024/04/29
  • 再生時間: 55 分
  • ポッドキャスト

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002.Your Retirement Checklist

  • サマリー

  • Barry Watts and Ralph Hipp discuss retirement planning strategies, emphasizing the importance of breaking down the process into smaller steps to avoid analysis paralysis. They highlight the six steps to retirement confidence, which include income to age 100, tax free or tax minimized, principal protection, long-term care and medicare, legacy planning, and strategy and tactics reviews annually.

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あらすじ・解説

Barry Watts and Ralph Hipp discuss retirement planning strategies, emphasizing the importance of breaking down the process into smaller steps to avoid analysis paralysis. They highlight the six steps to retirement confidence, which include income to age 100, tax free or tax minimized, principal protection, long-term care and medicare, legacy planning, and strategy and tactics reviews annually.

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