The Level of Detail Required in a Great Retirement Plan, Ep #145

<p>What will make or break your retirement plan? What makes a plan weak or unrealistic? What needs to be factored into the overall strategy? How do we build a great retirement plan? A retirement plan isn’t just reviewing your investment statements. A far greater level of detail is required to make sure your dream retirement isn’t just a dream—but a reality. So in this episode of Retirement Made Easy, I share a high-level overview of what we do to build a great retirement plan. </p> <h2>You will want to hear this episode if you are interested in...</h2> <ul> <li>[2:16] Why it’s time to build/update your retirement plan</li> <li>[7:47] Check out RetirementMadeEasyPodcast.com</li> <li>[10:06] Addressing health insurance in retirement</li> <li>[13:48] Do you want to earmark funds for travel? </li> <li>[14:27] What are your goals and objectives?</li> <li>[16:22] Factoring inflation into your retirement plan</li> <li>[18:08] Your retirement plan needs to be customized to you</li> <li>[19:56] Do your investments align with your goals?</li> <li>[21:00] Where is your income coming from?</li> <li>[22:14] Making your retirement plan tax-efficient</li> <li>[23:25] Legacy, estate, and beneficiary planning</li> </ul> <h2>Resources & People Mentioned</h2> <ul> <li><a href="https://retirementmadeeasypodcast.com/" target= "_blank" rel="noopener">3 Steps to Retirement Planning</a></li> <li><a href= "https://retirementmadeeasypodcast.com/retirement-story/" target= "_blank" rel="noopener">The Retirement Story Everyone NEEDS to Hear, Ep #6 </a></li> </ul> <h2>Connect With Gregg Gonzalez</h2> <ul> <li>Email at: <a href="mailto:Greg@retirestl.com" target= "_blank" rel="noopener">Gregg@RetireSTL.com</a> </li> <li>Podcast: <a href="https://retirementmadeeasypodcast.com/" target="_blank" rel= "noopener">https://RetirementMadeEasyPodcast.com</a></li> <li>Website: <a href="https://stlouisfinancialadvisor.com" target="_blank" rel= "noopener">https://StLouisFinancialAdvisor.com</a></li> <li>Follow Gregg <a href= "https://www.linkedin.com/in/g