"Scheduled Maintenance" For Your Retirement Plan, Pt. 2 | The Retirement Planner Podcast Ep. 4

Are you looking to retire in the next 10 years? Or maybe even sooner, in the next year or two? “Start planning now for what your retirement is going to look like,” Chamberlin Planning Team Director Josh Reesman says. “You don't have to have an exact plan, right? Some things may change a little bit. But start to build the scaffolding, I like to say.” 

Going into retirement with a plan — a scaffold, a roadmap, whatever terminology you decide to use — is especially important when you think about all the different pieces of the financial puzzle you need to put together, and how those pieces affect each other. In part 2 of their discussion, Josh and Don dive deeper into the pillars of Holistic Planning, what you need to know about each one, and how having a planner who looks at the big picture can help you avoid big, unexpected expenses and enjoy your retirement with confidence and stability.

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