Comprehensive Retirement Plan: A Portfolio is NOT Enough

Описание: For years, you've been focused on one number: the size of your portfolio. You may think that takes care of your retirement planning...

But a comprehensive plan is much more than a simple portfolio amount!

This episode of Conquering Retirement explores all the elements of a complete retirement plan, including budgeting, tax strategies, and everything in between.

Northern Alliance Financial’s Lance Gilman and Jeremy Barnard dive into potential hidden risks to your retirement and the peace of mind that comes with a cohesive, written plan.

You have questions. It's time to get answers. Take the first step toward a stress-free retirement with a complimentary second-opinion evaluation ➡ 📞 207-241-7430


TIMESTAMPS
00:00 – Intro
02:07 – Where Did ‘Comprehensive Planning’ Come From?
04:37 – What is the Foundation of the Plan?
06:05 – The Importance of a Budget
13:39 – The Next Step: Guaranteed Income
15:31 – Incorporating Social Security
17:20 – Mitigating Tax Liability
18:48 – Factoring in Healthcare and Long-Term Care Costs
22:46 – How to Get from Portfolio to Plan
25:09 – Adjusting the Risk in a Portfolio to Make it Last
27:05 – Outro

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