The number one concern I hear from clients all the time is their fear of running out of money and crushing their nest egg. They may dread getting up and going to work, but are even more terrified to quit a secure and well-paying position. These worrisome thoughts can paralyze even the best of us.
To help create peace of mind, in this video I walk you through a few different concepts and questions to ask yourself to ensure you are taking the necessary steps to have a worry free retirement. For instance, what is a safe withdrawal rate for your portfolio or how to figure your fixed expenses, fixed income streams and lifestyle wants - and how all these play a role in establishing if you will have enough money in retirement.
To make sure you are taking the necessary steps to retire happy, complete The Ultimate Pre-Retirement Worksheet & Checklist.