Jun 25, 2021
Not knowing how much money to contribute to retirement seems like a small problem, but has the potential to damage your finances for a lifetime. And you don’t want to be stuck in your retirement years counting pennies and avoiding vacations.
In this episode, I discuss the ‘ripple effect’ of bad financial planning and the small changes you can make for retirement income that lasts a lifetime.
Show Highlights Include:
- How to plan your perfect retirement with the “Billy Graham Effect”. (1:53)
- How to retire at any age using the ‘rule of thumb’ in retirement planning. (6:42)
- The different contribution rates to recommend at each age (and how to ensure you’re saving enough for retirement each year). (12:54)
- The ‘Fidelity’ strategy for funding your dream retirement (and never running out of cash in your vacation years). (18:17)
To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.