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Income planning might only be one piece of the comprehensive planning process, but it’s arguably one of the most important. Some people even argue that you can’t truly have a retirement plan without first having an income plan.
So on this episode of the podcast, we’re going to discuss the importance of income planning and why so many people fail to put a proper one in place. Plus, we’ll tell you about the steps we take with clients to insure they have a plan for turning everything they’ve accumulated over their career into income in retirement.
Here’s some of what you’ll learn on the podcast:
Thanks for listening to this episode. Please get in touch with us if you have any questions about your financial plan.