Once you are actually in retirement what do you want it to look like? If you want to travel or relocate, you’ll need more income than someone planning to stay home. On today’s episode, we’ll discuss why customization is king and the important parts of your retirement plan that truly need to be customized to your life.
0:27 – Retirement age
3:00 – Lifestyle and income needs
5:54 – Your risk tolerance
9:06 – Family longevity and health history
10:48 – Desire for a financial legacy
13:15 – Emotions related to your money