Episode 10: Step 2 – Investment Planning

Feb 4, 2022

As the guys walk you through the second step of our Alpha Plan Process, Investment Planning, you’ll learn why and how an investment plan is not a retirement plan, and how it works with the other steps of the overall retirement process.

Here are just a handful of the things that we'll discuss:

  • Risk & Volatility in the market
  • The Great Resignation
  • 3 Bucket Structure for your money
    • Safety
    • Income
    • Growth


Will Your Money Last As Long as You Do Thumbnail

Get your complimentary copy of Will Your Money Last As Long As You Do?