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Ep 2: The Importance of Income Planning
Manage episode 344738723 series 3403932
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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:
· Why the income plan is critical to retirement. (2:51)
· Why very few people have a true income plan when doing it on their own. (5:33)
· The reason why many of us are underprepared in this area. (7:25)
· The steps we take to put together a successful income plan. (8:15)
CONNECT:
If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: ryan@cravitzfinancial.com
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.
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