Episode 9: Step 1- Income Planning
Jan 14, 2022
Over the next 5 episodes, the guys will take you through our 5-Step Alpha Plan process we use to help clients plan for successful retirement. This episode focuses on Step 1 – Income Planning.
Here are just a handful of the things that we'll discuss:
- Retirement Income Sources (The 3-Legged Stool):
- Social Security
- Pensions
- Retirement Savings
- Closing the Income Gap
- Using annuities properly
- Inflation
- Spousal Protection
- Longevity
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