In This Video:

Are you focused on the wrong things as you’re getting ready for retirement? Many people are building their retirement plan backward by paying attention to specific areas but not how everything fits together. That means you might end up with a pile of assets or investments but not a lot accomplished.

Things to Consider:

We bring this up after a recent meeting with someone who was asking about specific products like annuities and stock funds. In their mind, they were building a plan but, in reality, they were just doing it backwards.

In this video, we’ll share an analogy we like to use today to help bring some clarity to the retirement planning process. We’ll slow it down to help you better understand what it takes to put a successful plan in place and then lay out the step-by-step guide to ensure you’re taking the appropriate steps in the right order as you build your plan.

Here’s what we discuss in this episode:

0:00 – Intro

1:24 – An analogy to think about

2:56 – Overview of the 5 steps

6:40 – Design

8:20 – Create the blueprint

8:40 – Cost it out

10:50 – Buy and build

12:08 – Maintain

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