Make Your Income Strategy a Routine

Make Your Income Strategy a Routine

Make Your Retirement Strategy a Routine

In the Greater Seattle Area!

Real Retirement Radio, Sundays at 12pm on 770AM KTTH

Everyone has a routine — things they do day in and day out because they’re important to us, because they’re beneficial to us and because doing them helps us feel good. For people heading toward retirement or already there, establishing and following a healthy financial routine is paramount. In this show, we’ll explain the cycle that comprises a healthy retirement financial routine — plan, diversify, revisit, rebalance, repeat — and explain how following that routine can give people a better chance of leading a fulfilling, financially comfortable retirement. Because make no mistake: The best retirement outcomes tend to be those where the person follows a process, a routine.

Click here or on the picture below to listen now!

Financial professionals like me thrive on helping people put their retirement finances back on track. If you’re a do-it-yourselfer who’s strayed off the retirement planning path, or if you just feel like it’s time to get a fresh perspective on the retirement path you’re on, the first step is to call my office at 855-822-7100 for a customized analysis.

This customized assessment will help uncover areas where there’s opportunity to help grow your retirement nest egg, so it provides enough income for as long as you need it. The analysis also includes:

  • An honest evaluation of how much you have saved for retirement.
  • How much risk your assets are exposed to.
  • Your retirement goals.
  • How much income you might need to support those goals.