This week Jim and Cathlyn focus on putting together an income plan for retirement. Every day approximately 10,000 Americans turn 65, and less than 30% have a retirement plan. They stress the importance of having a plan that fits your individual needs, and is not a cookie-cutter solution. Those without any plan will have to deal with market downturns, unpredictable income, and asset allocation that may not support one’s lifestyle or expenses. Jim goes over strategies to align your assets for a more predictable income in retirement, as well as account for inflation. He illustrates this through the case study of Jerry and Carla Benson. The guest this week is Dani Evanson, Managing Director of RMA, a private real estate investment and advisory firm. Dani will discuss customized commercial real estate portfolios for individuals and families.
.
