You’ll never reach any goal without a plan. Your finances are no different. If you don’t proactively plan and strategize your financial life, you’ll find yourself working until you’re 90.
But making a plan is not enough. You have to regularly review your plan to make sure it’s still serving your goals.
In this episode, I discuss how to keep your financial plan profitable and on track through regular reviews.
Show Highlights Include:
- The Stanford rule of uncertainty and how to use it to safeguard your financial plan from ruin (3:14)
- Why failing to regularly review your financial plan will leave you broke (3:49)
- How to be absolutely certain your financial plan will survive the worst times of your life (7:42)
- The right way to adjust your financial plan following a massive life change event (11:31)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.