Today we’re finishing off our series on retirement myths with the fourth and final misconception: that having a financial plan is enough. Now, this might sound contrary to the advice you hear all the time because having a written plan in place is one of the key elements of your abundant retirement. But the truth is that just having a plan is not enough. Here to explain is Founder and President of Ross Wealth Advisors, Don Ross.
In this episode, Don shares why ensuring your financial health in retirement takes more than just a one-time plan. Listen in to hear how life’s curveballs can (and will!) affect your plan and how to ensure you’re prepared to handle those inevitable changes.
Listen to the Full Episode:
What You’ll Learn In Today’s Episode:
- Why simply having a plan is not enough.
- Inevitable changes that will require you to amend the plan you have in place.
- The top four concerns about retirement.
- Where to start when setting the foundation for your financial health.
- The biggest change people tend to fear.
- One major element that must not be overlooked when planning for retirement.
Ideas Worth Sharing:
[bctt tweet=”Many of you have a plan, but it’s not a written, detailed plan. – @donairborne” username=”@donairborne”]
[bctt tweet=”There are going to be changes that your plan may not address. -@donairborne” username=”@donairborne”]
[bctt tweet=”You need to have a plan in place that’s written, that’s changeable every year, because change will happen. -@donairborne” username=”@donairborne”]
Resources In Today’s Episode:
Are you ready to start planning for your Abundant Retirement?
Contact Don and his team at Ross Wealth Advisors today to start with an easy conversation about your retirement plans and options.
You can give us a call at: 614.545.0277
Or, come by the Ross Wealth Advisors’ Columbus, Ohio offices at:
1093 Fishinger Road
Columbus, Ohio 43221
Enjoy the show? Use the links below to subscribe:
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.