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Ep 130: Back To Basics - Understanding Income Planning
Manage episode 356206372 series 2709707
Dave Elizondo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dave Elizondo 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.
Do you understand the basics of income planning? If not, you might not be as far along in your retirement plan as you think. Understanding how much income you need and what sources will provide it for you efficiently is critical to success over a long period of time.
We see a lot of clients, and when people first come to see us, very few have an income plan in place, but it’s important that you know this topic well and understand how it fits into your overall retirement plan.
In this episode, we’ll explain the steps that we take with clients to build their income plan and make sure you understand all the basics. You don’t want to miss the conversation.
On today’s show, here’s some of what you’ll learn:
- What percentage of clients have income plan at the beginning? (8:28)
- Are income plans complicated? (10:31)
- How can you create an income plan? (14:18)
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: info@truefp.biz
Phone: 877-359-8783
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