We certainly want to have an income plan that is providing that check every month. We want it to be a solid plan, one that anticipates inflation, one that doesn’t stop if one of the partners passes away.
But at the same time, you’ve got to have that backup money and it’s got to keep up with inflation too. So you’ve got to have some growth going on there because things happen in retirement, whether it be a new roof or whether it be something as catastrophic as losing a loved one or your spouse or long-term care needs, things like that.
– Mark Fricks

Have a question you want answered on a future episode? Email info@masterplanretire.com. To schedule a complimentary consultation (and see upcoming seminars + retirement resources), visit masterplanretire.com or call 770-980-9262. Resources and Next Steps: Visit https://masterplanretire.com/ to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team.







Comments