Retirement is typically a 30year period of our lives. It would be naive to think that a onetime projection would get all of the assumptions about inflation, taxes, investment returns, and everything else right the first time.

By "stress testing" your retirement plan, you can see your weak spots and how to plan accordingly, ultimately leading to less stress and a more enjoyable retirement.

Want a second opinion on your plan?

Contact us for a free retirement assessment (stress test included!):
https://www.sparkwealthadvisors.com/c...

0:00 Intro
1:05 Case Study Katie & Kevin
1:38 Monte Carlo Simulation
2:42 Fine Tuning The Plan
3:30 Stress Testing
3:55 Sequence of Returns Risk
5:09 Taxes
6:30 Social Security
7:30 Longevity
8:54 Inflation
9:30 Healthcare Expenses
10:40 Investment Returns


*This content is educational and not tax, legal, or investment advice*