Income Planning: The Foundation of Every Retirement Plan
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Income Planning: The Foundation of Every Retirement Plan
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Retirement isn't about hitting a magic number- it's about creating a reliable paycheck when the paychecks stop. In this episode, Shawn explains why income planning is the true foundation of a confident retirement and how many people enter retirement without a clear strategy for turning their savings into income. He discusses the role of Social Security, pensions, personal savings, taxes, and inflation while introducing his "financial house" framework.
Here’s some of what we discuss in this episode:
📍 Retirement planning starts with income planning- not account balances
🗂️ Many retirees accumulate a "junk drawer" of accounts that need organization and purpose 🏦 Social Security and pensions often aren't enough to fund retirement on their own
📈 Inflation and taxes must be accounted for when creating an income strategy
🗺️ Retirement is easier to navigate when you have a roadmap and a process for avoiding common pitfalls
Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/
Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg
Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe
YouTube: https://bit.ly/4tFxIfd
Disclosure: https://bit.ly/4x9Aoo4
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