Podcast - Ep 29: Is Your Retirement Plan Out of Tune?

March 03, 2022

On This Episode:

Did you play any instruments as a kid? Similar to how you’d check if your guitar or violin was in tune, it’s always a good idea to check in and make sure your retirement plan is still in tune.

Are you considering future tax considerations? Most people realize taxes are going to go up in the future so it’s more important than ever to have a diversified tax strategy for your retirement accounts. Do you have the right amount of life insurance? This is an evolving part of your plan. You just can’t set it and forget it. On today’s episode, we’ll discuss 4 signs that your plan may be out of tune and how you can get it back in tip-top shape.

Key Points:

0:51 – Did you play an instrument?

3:07 – Considering future taxes

6:30 – Having the right life insurance

11:49 – The right amount of cash

17:30 – The right amount of risk



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