4 Steps of A Retirement Plan

4 Steps of A Retirement Plan

March 23, 2023

Retirement planning might not be as cut and dry as A, B, C, but could it be as easy as 1, 2, 3… 4? We’ll cover 4 steps that are often misunderstood that can help you put together a more secure, confident retirement. Blue Heron Capital Financial Advisor Zach Roberts joins us for this informative episode!

Here Are Just a Handful of the Things That We'll Discuss:

  • Will your money last as long as you do?
  • Understanding market risk and how it could affect your retirement.
  • Are you ready for 20-30 years of planned unemployment when the paycheck stops?