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:
Have a list of questions around your finances? Thinking about your retirement situation?
Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help. Use the calendar below to schedule a 15 minute introductory call directly with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.