Never Stop Asking ‘How Do You Know?’ – Navigating Retirement Planning

Remember when you were a kid, always asking ‘How do you know?’ about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn’t go away as we get older; it just turns into different questions, like the ones we face when planning for retirement.

Today, we’re digging into the ‘How Do You Knows’ of retirement planning. How do you know how much income you’ll need in retirement? How do you know if your retirement strategy is tax-efficient? Stay tuned as Donna sheds light on these questions and more!

Here’s what we share in today’s show:

0:00 – Intro

1:52 – Income in retirement

5:34 – Money in savings account

7:42 – Risks in finance

10:06 – Nest egg longevity

12:50 – Tax efficiency in retirement planning

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

Phone: (215) 948-3945

Click HERE to schedule a free consultation with Donna

Check out the video version of the podcast HERE

Click HERE for downloadables and resources