Mar 9, 2023
Summary:
Is there a universal formula for retirement planning? Brad Barrett
comes on the show to talk about tailoring your retirement plan to
your interests and goals, which is the premise of his recent book,
Retire Right: Secure the Right Path to Your Retirement. Retirement
planning entails considerations that are subjective amongst
individuals, and Brad finds it helpful to start by assessing a
client’s long term vision and behavioral financial DNA, or the
psychology behind their finances. Furthermore, he explains that
income and assets are a married concept, and highlights the
importance of assets earning for you relative to your distribution
rate. Tune in for more useful information about preparing for
retirement.
Useful Links:
Financial Survival Network
Retire Right Book