Planning for Retirement - How the Process Works, Part 1 - a podcast by Radon Stancil, CFP® & Murs Tariq, CFP®

In this episode of Retirement in Action, we are starting a series of episodes to go over different scenarios in the financial planning process starting with what that first appointment would look like!
In this Episode:
Radon, Murs, and Morgan play out a fictional customer/planner scenario based off of what it would look like.
They go over the questions that are asked in the first meeting so you know what to prepare for in that meeting.
Hear how this first meeting helps establish the foundation for your retirement plan

Information to have prepared for the first meeting:
When you would like to retire
Income
401K
Investments
Life Insurance
Spending

Resources:
If you are in or nearing retirement and are looking to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting the complimentary video course, Four Steps to Secure Your Retirement. To access the course, simply visithttp://pomwealth.net/podcast ( POMWealth.net/podcast).
To receive a free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on iTunes and send a screenshot to morgan@pomwealth.net.

Further episodes of Secure Your Retirement

Further podcasts by Radon Stancil, CFP® & Murs Tariq, CFP®

Website of Radon Stancil, CFP® & Murs Tariq, CFP®