Retirement Explained Live: A Live Retirement Planning Session

Retirement Explained Live: A Live Retirement Planning Session

On the 65th episode of the Retirement Explained show, I did something a little different: I published the first Retirement Explained Live! These episodes will feature real-life examples of our financial planning process with real people (like you)!

On today’s episode, I’m looking at Mark and Julie: a couple in their 50s living in Lake Ozark, Mo. that want to retire in the next fifteen years.

They make about $90,000/year combined, have about $300,000 saved in IRAs/401ks and are spending about $4,500/month. They’ve also got two kids.

You’re going to hear me walk Mark and Julie through my financial planning process with their circumstance as well as give you some feedback on some financial advice that they received from another financial advisor. It’s going to be a great episode!

I hope you enjoy!

-Brian