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Fundamentals of Creating a Comprehensive Financial Plan
Manage episode 407464223 series 3560644
Conteúdo fornecido por John Largent, Darrin McComas, and Shon Peil. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por John Largent, Darrin McComas, and Shon Peil ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
On this episode, Darrin and Shon highlight the topics and questions you should as when you are starting to create the fundamentals of a comprehensive retirement plan. Below are the topics/questions with the timestamp to know when each topic is being discussed: 2:00 - What does a comprehensive retirement plan look like? 4:46 - How do you know when to start social security? 9:22 - People fear running out of money more than death 13:40 - Charitable giving and legacy planning 16:00 - The importance of updating your estate plan 20:39 - What does risk tolerance look like? 23:40 - Riding the volitity of the market For more information on setting up your retirement plan or if you have a question for Darrin or Shon, go to www.abrahamco.com
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