Help! Where Do I Begin? Starting Your Retirement Planning Journey

Financial planning can seem daunting, leaving many people unsure of where to start or putting off the process altogether. But fear not! In today's episode, we're here to help you take that crucial first step toward preparing for retirement. We'll be walking you through our free manual, "Preparing for Retirement: Ways to Create Your Retirement Paycheck," which offers valuable insights and actionable tips for starting your planning journey.

 

During the show, we'll dive into the differences between required income and lifestyle income, as well as explore the three retirement income options available to you: the bank way, the Wallstreet way, and the insurance way. As part of our ride-along segment, we’ll chat about our experience at the breathtaking Big Cedar Lodge in Ridgeway, Missouri.

 

So, whether you're feeling unsure about where to begin, or you're simply looking for some helpful tips and tricks, this episode is not to be missed! Join us as we discuss the benefits of "the insurance way" for securing your financial future and take that first step toward achieving your retirement goals.

 

On today’s show, here’s some of what you’ll learn:

What is required income and lifestyle income? (9:12) Retirement plans change the minute you leave your retirement party. (14:31) The first retirement income option: The bank way. (25:36) The second retirement income option: The Wallstreet way. (29:36) The third retirement income option: The insurance way. (36:09) Matt and Sam review their trip to Big Cedar Lodge. (42:37)

 

Contact: 

Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.

Send us your favorite travel stops:  [email protected] 

Get your free copy of Preparing for Retirement:  Call (888) 228-8814 or email [email protected]

Retirement Ride-Along Photos: https://www.facebook.com/media/set/?set=a.618142653664735&type=3