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Fundamentals of Creating a Comprehensive Financial Plan
Manage episode 407464223 series 3560644
Contenido proporcionado por John Largent, Darrin McComas, and Shon Peil. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente John Largent, Darrin McComas, and Shon Peil o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
On this episode, Darrin and Shon highlight the topics and questions you should as when you are starting to create the fundamentals of a comprehensive retirement plan. Below are the topics/questions with the timestamp to know when each topic is being discussed: 2:00 - What does a comprehensive retirement plan look like? 4:46 - How do you know when to start social security? 9:22 - People fear running out of money more than death 13:40 - Charitable giving and legacy planning 16:00 - The importance of updating your estate plan 20:39 - What does risk tolerance look like? 23:40 - Riding the volitity of the market For more information on setting up your retirement plan or if you have a question for Darrin or Shon, go to www.abrahamco.com
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