Your 5-Step Plan for a Well-Balanced Retirement

Oftentimes, people overly fixate on investments while planning their retirement.

But you can’t control the markets, can you? Instead, focus on things you can control, such as your monthly spending, lifetime income, and ongoing tax planning.

If you don’t know where to begin, you’re not alone. That’s why we have created a simple process to help you achieve your ideal retirement.

In this episode, Jeremy Keil walks you through our 5-step retirement income plan, where each step is designed to help you solve a crucial piece of your retirement puzzle. By focusing on these five steps, you’ll learn how to create a well-balanced retirement plan.

Jeremy discusses:

• Why a process-driven approach makes retirement planning much easier
• Key steps you must take before investing your money in the stock market
• Tips to maximize your retirement income
• The most often-overlooked area of retirement planning