From Portfolio Performance to Purposeful Retirement Planning (Ep. 208)
Are you approaching retirement and wondering whether your investments, spending, taxes, estate plan, and future goals are all working together?
A retirement plan should do more than track portfolio performance. It should help you understand how your money can support the lifestyle you want, while accounting for income needs, taxes, market risk, family priorities, and changing circumstances.
In this episode, Larry Heller, CFP®, CDFA®, explains how to build a retirement plan around the life you want rather than letting investment returns drive your decisions. He shares how cash flow, time…
The skinny
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