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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Friday Nov 20, 2020
Friday Nov 20, 2020
Do you have enough money to retire?
It’s amazing how many people actually have enough money to retire, but don’t realize it.
Today, Larry Heller gives you complete advice on how to answer this question for yourself. He uncovers overlooked expenses that pre-retirees must factor in and teaches you how to recreate your paycheck so you can retire right.
You will learn:
- Which expenses many retirees don’t plan for –– but should
- Which withdrawal rate tends to give people enough money for the rest of their lives
- Why people’s spending in retirement is U shaped
- How to figure out how much money you’ll need even when the market is high & interest rates are low
- And more!
Tune in now to figure out if you have enough money to retire!
Resources: Heller Wealth Management: (631) 293-2806 | Retire Right Book | Free Retirement Checklist | Episode 35: Your Retirement Paycheck
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