Retirement isn’t a one-size-fits-all endeavor. Crafting a personalized income plan empowers you to prepare for financial independence and gain control of your future.

Matt Nelson, CFP® is joined by Head of Financial Planning at Perspective 6 Group, Jacob LaRue, CFP®. The pair discuss the art of crafting an effective income plan that sustains your lifestyle through all of life’s stages. With an emphasis on the critical role of understanding cash flows, taxes, and diverse income sources. They offer insights to help you avoid the unnecessary stress of prolonged working years, so you can enjoy life.

Key Highlights:

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• Financial Independence: Learn to create a comprehensive income plan to support your lifestyle throughout retirement
  
• Life Phases: Explore saving and spending strategies tailored to the three stages of life
  
• Tax Strategies: Plan for taxes as an expense over your lifetime
  
• Practical Planning: Utilize tools budgeting tools to track spending and income, as well as retirement tools to ensure you are on track
  
• Investment Insights: Leverage your portfolio to fill income gaps to optimize pension and Social Security benefits to protect long-term stability 
  
• Enjoying Life: Financial planning should empower you to enjoy life, including taking sabbaticals or mini retirements
  
• And much more!
  

Tune in to secure valuable insights and practical advice on working towards financial independence and crafting an effective income plan.

Resources:

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• Key Retirement Dates & Retirement Checklists
  
• Safe Withdrawal Rates
  
• YNAB.com
  
• MonarchMoney.com
  
• Do you have a topic you’d like to learn more about on this podcast? Send us an email at mwapodcast@focusfinancial.com to let us know. We look forward to hearing from you!
  

Connect with Matt Nelson:    

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• LinkedIn   
  
• Instagram       
  
• YouTube       
  

Connect with Jacob LaRue: 

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• LinkedIn
  

Connect with Perspective 6 Group:       

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• Perspective 6 Group
  
• LinkedIn