2 Key Questions to Ask a Retirement Planner

Money Wisdom

When it comes to retirement planning, two deceptively simple questions can reveal everything: Am I going to be okay? What rate of return do I actually need? In this episode, Nick and Jake unpack what those questions really mean and why getting clear answers can make or break your retirement.

From defining what “okay” looks like (hint: it’s not just a dollar amount) to calculating how hard your money needs to work without taking unnecessary risk, they illustrate how a solid retirement plan is more like tubing behind a boat than picking the hottest stock. You don’t want to go so slow that inflation sinks you, or so fast that you wipe out. Join us to get more clarity, balance, and confidence in the next phase of life.

Here’s what we discuss in this episode:

🎯 Define what you want from retirement

📊 Understand the actual return you need

⚖️ Finding your risk balance

🧩 Your plan should fit your life, not someone else’s number

💸 It’s not just about returns, it’s about purpose

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