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Navigating the transition to retirement can be daunting, but with a wellstructured financial plan, it's possible to approach this phase of life with confidence and clarity.

In this case study, Anthony reveals the financial journey of Peter and Amanda, a couple on the brink of retirement, and explores how they crafted a robust plan to achieve their retirement goals.

If you would like to talk with us about creating a financial plan like this for you, call us at (619) 2823288 or schedule online https://onedegreeadvisors.com/getstar...


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✍ SHOW NOTES & RESOURCES ✍
Show Notes: https://onedegreeadvisors.com/?p=8713...'>https://onedegreeadvisors.com/?p=8713...
Social Security: Start at Age 62 or 70?    • Social Security: Start at Age 62 or 70?  
How Can I Avoid Capital Gains Tax in Retirement:    • How to Pay $0 Taxes on Retirement Income  
Where Should I Take Money From First in Retirement?:    • Where Should I Take Money From First ...  

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
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0:00 Intro
1:04 Meet Peter and Amanda
1:36 Balance sheet
2:12 Goals
2:46 Income
3:46 Savings
4:29 Expenses
9:50 Financial plan projections
16:58 Cash flow report
18:24 Key planning considerations