The Big Four Part 1: 4 Questions to Ask Yourself
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The Big Four Part 1: 4 Questions to Ask Yourself
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Can you name five investments you own—and explain why you own them? Knowing your account balance is one thing. Understanding how your investments support your future is another.
In Part 1 of “The Big Four,” Planning Made Simple explores four foundational questions every investor should be able to answer:
• What rate of return does your retirement plan need?
• How much income do you need to support your lifestyle?
• What investments do you own, and why are they there?
• What happens to your portfolio and your loved ones when you pass away?
The conversation covers why a retirement nest egg alone doesn’t tell the whole story, how lifestyle creep changes your income needs, and why your holdings should work together as a strategy. We also discuss the importance of asking your advisor questions and understanding what your spouse would be left with.
Try the challenge: write down your answers to all four questions, then review them with your financial advisor.
Subscribe to Planning Made Simple for more conversations about retirement income, investing, and financial freedom. Stay tuned for Part 2: four questions to ask your financial advisor.