Rubino & Liang Wealth Partners

Knowing Your Monthly Budget Needs In Retirement

 

How Do I Start A Budget Plan To Know What I Will Need Each Month In Retirement?

In this episode of After The Paycheck, Sam and Adam discuss:

  • two different types of living expenses you should categorize your retirement expenses in to
  • how to calculate for those sudden “one-off” expenses like a new roof, hot-water heater, or health concerns
  • the four steps you can follow to help identify your retirement income needs

Looking to access our monthly budget planner? Click here for access.

Enjoy! 

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call 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.

The 365 Retirement Plan Process:

Schedule An Introductory Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a podiatrist if you needed heart surgery!

Build Your Plan

Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.

Enjoy Less Stress

Start feeling confident, content, and secure with your retirement situation. You might even sleep better!

Start Building Your 365 Retirement Plan:

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