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cover of episode Do We Have Enough for Retirement? [Plus Bonus Worksheet]

Do We Have Enough for Retirement? [Plus Bonus Worksheet]

2023/7/11
logo of podcast Ready For Retirement

Ready For Retirement

Shownotes Transcript

How much it will cost to meet your needs is one of the hardest parts to understand about retirement. Relying on conventional wisdom will only get you so far, and may even lead you astray.In this episode, we explain how to get an accurate sense of your retirement expenses while walking you through a real example from a listener question.As a bonus, we are including a free worksheet for you to use:Retirement Cash Flow Planner)Questions answered:How can you tell if you're financially on track for retirement?What do you do before social security kicks in to supplement income?Timestamps:0:00 Intro3:10 Listener question3:57 A few things to consider6:00 Here's where to start10:23 Where does the rest go?13:07 Steps 1 and 216:31 Their portfolio18:31 Retirement expenses21:50 Income strategy23:40 Outro

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