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058: How Much Money Do I Need to Retire?
Manage episode 424495085 series 3001511
Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
At SHP Financial, we help our clients with many common or technical questions such as, “What is a required minimum distribution?” or “What’s a Roth conversion?” However, one of the most popular questions we hear is, “How much money do I need to retire?”
It’s a difficult question to answer because the magic number isn’t the same for everyone. There’s so many factors involved like inflation, bear markets and healthcare expenses to name a few, that just thinking about it is stressful and brings out a lot of fear and emotions for many people.
With that in mind, today’s episode is all about the process we go through to figure out those magic numbers. Ultimately, it all boils down to creating a plan and having some honest conversations about what an ideal retirement should look like. With proper guidance, you’ll enjoy the peace of mind that having a plan provides so that you’ll worry about retirement a lot less and perhaps even enjoy the last few years of working a lot more.
In this podcast interview, you’ll learn:
- Why the decision to stop working and retire is as emotional as it is financial.
- The danger of winging your retirement without a plan in place.
- How to determine the cost of your lifestyle and make adjustments after you stop working.
- Why so many clients find work much less stressful once they realize that they can safely retire.
- The important questions to ask to help ensure you get the most out of your retirement.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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