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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