Three Types of Investment Accounts & How They May Affect Your Retirement Income
This week’s blog is a homage to a book that we’ve been giving to people who come in for a...
By: RL Wealth Partners Apr 21, 2020 2:29:23 PM
In this episode of After The Paycheck, Adam speaks (remotely) with Ryan Marston to discuss how to measure your retirement goal(s) vs. what your current portfolio looks like.
Before covering this, let's understand the difference between having a retirement ACCOUNT, having retirement GOALS, and then having a retirement PLAN:
This leads us to today's topic, measuring your retirement goals against your current portfolio. Ryan explains how to do that using a benchmark analysis:
Benchmark Analysis
Enjoy!
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