The Importance of Income Planning in Retirement

The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show.
Here’s some of what we discuss in this episode:

0:00 – Intro

0:56 – Without an income plan, you don’t have a plan

2:02 – How many people have an income plan?

4:55 – Planning strategies

9:24 – Our process with clients

11:42 – Relationship

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