5 Factors For A Successful Retirement Plan

5 Factors For A Successful Retirement Plan

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There are lots of ways to provide your retirement cashflow needs, and which choices you make depend on some factors which, when combined, make up YOUR unique outlook on this subject.

In fact, there are five factors which apply to all of us to different degrees. My question to you is this ➑️ How would you score yourself for each of these five factors. Let’s take a look…

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Chapters:
00:00 Welcome
00:25 Intro
00:57 Factor 1 - Need for Guarantees
02:13 Factor 2 - Ability and willingness to manage investments
03:35 Factor 3 - Attitude towards and understanding of risk
05:07 Factor 4 - Desire to leave a legacy
06:03 Factor 5 - Expectations of longevity
07:02 Resolution

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