Should you delay taking social security payments? When you're retired, should you still try to "save" money each month and put it in a bank account just like you did before you retired?
Those are just a couple of the questions we address in today's show that were prompted from what our client's are asking us.
As we meet with our clients, we enjoy learning what questions they have and what issues are concerning them. So today, our episode is devoted to discussing some of the common questions we're hearing right now from our clients.
Do I have enough money to retire comfortably? That's the most common question I get asked. And my answer is always the same--let's go through the financial planing process, put a plan together, and see what the numbers indicate.
In today's show, we take you behind the curtain and discuss our financial planning process. You'll learn what goes into a plan, how numbers are calculated, and how they are personalized for each of our clients.