In this episode of Living Wealthy, host Nick Poppe wraps up his 3-part series on retirement income strategies by walking you through how to design your own personalized income plan. If you’ve ever wondered how to turn your savings into a sustainable income stream—or how to plan for peace of mind, not just performance, this episode is for you.

Nick breaks down how to:

• Identify and separate income needs (necessities vs. lifestyle)

• Take inventory of your assets (Social Security, 401(k)s, IRAs, real estate, annuities, life insurance, and more)

• Layer your income: guaranteed, semi-predictable, and variable sources

• Build flexibility into your plan with tax-advantaged, liquid “buffer assets”

• Manage taxes in retirement without letting them control your plan

This isn’t about one-size-fits-all advice or generic rules of thumb. It’s about helping you align your money with your values, and create a retirement strategy that helps you sleep well at night.

Book a free 15-minute Intro call at https://www.fwstrategies.com/

Learn more about the Bank on Yourself strategy with the Bank on Yourself Special Report: https://www.bankonyourself.com/findoutmorenow?wp_src=NP43

Learn more about the power of guaranteed income for retirement and get your Lifetime Guaranteed Income Guide: https://www.bankonyourself.com/guaranteed-lifetime-income-consumer-guide?wp_src=NP43A&srcp

Keywords

retirement income strategies, financial planning, passive income, income needs, asset assessment, tax efficiency, retirement planning, financial coaching, wealth management, income layering