Ep 14: Retirement Plan Customization Is King

Caffeine And Cash Flow with Michael Schulte

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. We’ll share some of the things that need to be considered if you’re going to build a truly customized plan.

Read more and get additional financial resources: https://savingtheamericandreampodcast.com/retirement-strategy/ep-14-retirement-plan-customization-is-king/189/

What's discussed on this episode:

1:49 – Retirement age

5:54 – Lifestyle and income needs

8:12 – Risk tolerance

12:22 – Family longevity

16:02 – Financial legacy

17:55 – Emotions

19:43 – Mailbag: Give away money now?

23:04 – Mailbag: Dividends