Episode 23: 3 Strategies for Becoming A Retirement Planning Expert

In this episode, we ask: How is “retirement” or receiving passive income like climbing a mountain? How many people make it up Everest? What is it like coming down a mountain? How do we take this finite amount of money and make it last for this unknown number of years? What are the secrets of...

In this episode, we ask:

How is “retirement” or receiving passive income like climbing a mountain?
How many people make it up Everest?
What is it like coming down a mountain?
How do we take this finite amount of money and make it last for this unknown number of years?
What are the secrets of the Sherpas?
What is investment planning designed to do?
Why aren’t AUM called Assets Turning into Income?
What guarantees are there?
What if you have a big IRA with a ton of mutual funds?
How long have annuities been around?
Which generation in your family was best prepared for retirement?
Why are we in a retirement crisis now?
What intergenerational cash plays provide security for years to come?
What do Congressmen and women have their portfolios wrapped up in?
What is our one-two punch strategy for retirement income?
How do we work with the problem of longevity?
How would it feel if you never ran out of income?
How do you know if an annuity is terrible or terrific?
How do you know you’re working with the right annuity?
How do we work with the need for liquidity?
How would it feel if you could access your money anytime without penalty?
How do Bank On Yourself® policies factor into retirement?
How do we set up pay raises in retirement?
How do we work with lump sums and turn that into retirement income?
What is laddering?
How do we use the “taming the bear” strategy during passive income stages?
How do we take income when the market is down?
How do you work with an IRA in retirement?
How do you work with life insurance loans?
Has Wall Street left us stranded at the top of the mountain?
Do you want to guess at your retirement income?
Do you want the entire pathway down the mountain to be question mark or a certainty?
How does retirement income affect quality of life?