Episode 31:  How Much Money Do I Need to Retire?

Dec 8, 2021

As financial advisors who specialize in retirement planning, the most common question we hear from people who are considering making the leap into their golden years is, “How much money do I need to have to retire?”

And, the truth is…it depends.  It depends on a multitude of circumstances each unique to the individual, and their dreams, goals, or objectives for their retirement years.

Here are just a handful of the things that we'll discuss:

  • Why tax qualification and tax diversification matters when looking to retire
  • The often forgotten business partner in retirement
  • The 5 areas of planning that we believe are important to a successful retirement
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