Lifetime Income Series: Retirement Is More Than One Number

This week Jim and John discuss how a successful retirement is about more than just one number. They discuss the importance of knowing your marginal tax bracket, the number (assets) you need to retire, your monthly budget number, and also the three phases of retirement. Knowing these numbers could determine if you will be able to retire, when you will be able to retire, if you will be able to remain retired, and worse case, if you may run out of money and be forced back to work. The guest this week is Tana Cleaves of ProFiduciary. She will discuss why people should use a successor trustee, the selection process and the differences between corporate and private trustees.

Financial Sense Wealth Management: Invest With Us
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