Your Guide:

What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases? Listen in as Scott walks us through the 5 key areas of a complete financial plan in today’s episode- income planning, investment planning, tax planning, healthcare planning, and legacy/estate planning. By addressing all 5 of these areas, you can achieve simplicity, clarity, and confidence in your retirement plan. If your current plan doesn’t cover these areas, it might be time to re-evaluate your plan and seek professional advice. Need help? Reach out to Scott and the team to see if your retirement plan is on track!   Here’s what we cover in this episode: 0:00 – Intro 0:33 – Overview of the 5 key areas 6:20 – Income planning 9:00 – Investment planning 11:52 – Tax planning 16:48 – Healthcare planning 19:15 – Legacy and Estate planning   The 3 Stages of Retirement Episode https://listentoscott.com/video-podcasts/the-3-stages-of-retirement/   The 5 Key Areas of a Complete Financial Plan PDF https://drive.google.com/file/d/1D6L8ZwZL0vyy5m3LbsCrXHC6_2QadcQt/view?usp=sharing   Watch the show on YouTube: https://bit.ly/3RiT7Ky