23 min
Episode 7: Budgeting for Ultimate Retirement Operation Retirement Readiness
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- Investing
In this show, Mike and Amy discuss the topic of budgeting for ultimate retirement. Mike and Amy cover:
Why budgeting for ultimate retirement is critical (1:22))
Spending Buckets: Needs/ Wants (6:09)
Retirement income sources and impact on budgeting (10:28)
Role of Annuities (12:58)
Planning for other than day to day expenses (19:06)
Links:
Operation Retirement Readiness: www.operationretirementreadiness.com
Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/
Schedule a consultation with Amy: https://www.instarfp.com/contact
Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.
In this show, Mike and Amy discuss the topic of budgeting for ultimate retirement. Mike and Amy cover:
Why budgeting for ultimate retirement is critical (1:22))
Spending Buckets: Needs/ Wants (6:09)
Retirement income sources and impact on budgeting (10:28)
Role of Annuities (12:58)
Planning for other than day to day expenses (19:06)
Links:
Operation Retirement Readiness: www.operationretirementreadiness.com
Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/
Schedule a consultation with Amy: https://www.instarfp.com/contact
Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.
23 min