The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show.

Here’s some of what we discuss in this episode:

0:00 – Intro 

0:56 – Without an income plan, you don’t have a plan

2:02 – How many people have an income plan?

4:55 – Planning strategies

9:24 – Our process with clients

11:42 – Relationship 



Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

The biggest fear for most retirees is running out of money in retirement. No one wants to be forced to work again or have to closely watch every dollar they spend. That’s why income planning is a key component to an overall plan and it’s the topic for today’s show. Here’s some of what we discuss in this episode:0:00 – Intro 0:56 – Without an income plan, you don’t have a plan2:02 – How many people have an income plan?4:55 – Planning strategies9:24 – Our process with clients11:42 – Relationship  Get your Retirement Transition Success Kit: <a href='https://www.tag-pa.com/tv'>https://www.tag-pa.com/tv</a> Schedule an appointment: <a href='https://www.tag-pa.com/contact'>https://www.tag-pa.com/contact</a> Find us on YouTube: <a href='https://bit.ly/3SLNt4Z'>https://bit.ly/3SLNt4Z</a>

Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.

Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.

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