Financial Planning Pop Quiz

The Retirement Huddle

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8M ago 13:22

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When it comes to financial planning and saving for retirement, there’s a lot to know! For instance, what scares people the most about the idea of retiring? Not knowing if they have enough money to last them! Mark explains that this fear, known as longevity risk, can be mitigated through proper planning. By building a mathematical plan, you can ensure that you won’t run out of money before you run out of breath.

As we go through our multiple-choice quiz, Mark shares more of his insight and expertise regarding common fears and concerns retirees often have. Find out if you answer the quiz the same way Mark does and learn more about how you can be mindful and strategic about your financial future.

Here’s some of what we discuss in this episode:

What scares people most about retirement?
What tax bracket do most people find themselves in during retirement?
How much money does the average person need?
What do people wish they did more of financially?
What happens in the first financial planning meeting?

Want to get in touch with Mark?

https://retirementhuddle.com/ [email protected] 888-511-7526

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