Ep 97: What Grade Can You Get on This Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.

Here is some of what you’ll learn on this show:

  • How much income will you need in retirement compared to how much you’re making while working. (4:19)
  • What’s the biggest fear for most retirees and how planning accounts for that. (6:10)
  • How we help our clients achieve a truly diversified portfolio. (8:55)

Hopefully, you’ll pick up on something during the quiz that you didn’t know about before, but if you have questions about anything we discussed on the show, please reach out and we’ll be happy to talk to you about your financial situation.


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(855) 987-8888


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