Audio Version:
Subscribe & Follow On Your Favorite Service:
YOUTUBE – APPLE PODCASTS – SPOTIFY – GOOGLE PODCASTS – TUNEIN – IHEARTRADIO
This Episode’s Set List:
Everyone wants to be able to enjoy retirement to the fullest and without worry, which is why you need to have a solid grasp on your cash flow. In order to do that, you have to understand both expenses and income to make sure the math works.
This show is all about understanding the crucial role of income analysis. We’ll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don’t worry if you’re feeling lost – we’ve got your back with practical solutions and expert guidance.
Plus, we’re going to get J’Neanne’s perspective on the prevalence of scams and how she’s helping her clients navigate them. Then we’ll learn more about J’Neanne away from the office and we’ll close out the show with a few of your financial questions.
There’s a lot to get into on this show so come along and let us know if you have any questions about what we discuss.
Here are some of the things you’ll learn in this episode:
0:00 – Intro
1:34 – Let’s talk types of scams
7:52 – What we tell clients
11:46 – Getting to Know J’Neanne
18:09 – Importance of retirement income
21:46 – Diversity of revenue streams
25:39 – Guaranteed vs non-guaranteed income
33:00 – Mailbag questions
