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97. Figuring Out Retirement Expenses With Matt Perrone

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Manage episode 301835728 series 2365731
Contenuto fornito da Jim Black. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Jim Black o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

As you transition into retirement, your monthly spending changes significantly, especially your discretionary expenses.

So, how do you account for your expenses and ensure they are taken care of?

In this episode, Matt helps you figure out your basic retirement expenses so you can become financially confident in your spending habits and live your dream retirement.

Matt discusses:

  • How expenses change during the go-go, slow-go, and no-go years of retirement
  • Why it’s possible to achieve your financial goals despite a low income before retirement
  • Important retirement expenses which are often overlooked
  • Reasons to build a customized financial plan instead of relying on generic rules of thumb
  • And more

Connect With Matt Perrone:

Connect With The Retirement Solution:

About Matt Perrone:

As a financial planner, Matt Perrone focuses on one goal in his work — to give clients a sense of confidence by managing their life savings with the utmost care and integrity. For as long as he can remember, he has been passionate about helping others make wise financial choices. To this day, Matt finds his work both fun and meaningful. Matt is also involved with charities that aid disadvantaged youth and that support the arts and education. Before transitioning to Finance in 2015, Matt spent seven years in Hospitality and Business Management. His previous experience has allowed him to bring a more personalized level of care and service to his clients.

  continue reading

100 episodi

Artwork
iconCondividi
 

Serie archiviate ("Feed non attivo" status)

When? This feed was archived on September 02, 2022 14:46 (1+ y ago). Last successful fetch was on July 27, 2022 20:04 (1+ y ago)

Why? Feed non attivo status. I nostri server non sono riusciti a recuperare un feed valido per un periodo prolungato.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 301835728 series 2365731
Contenuto fornito da Jim Black. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Jim Black o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

As you transition into retirement, your monthly spending changes significantly, especially your discretionary expenses.

So, how do you account for your expenses and ensure they are taken care of?

In this episode, Matt helps you figure out your basic retirement expenses so you can become financially confident in your spending habits and live your dream retirement.

Matt discusses:

  • How expenses change during the go-go, slow-go, and no-go years of retirement
  • Why it’s possible to achieve your financial goals despite a low income before retirement
  • Important retirement expenses which are often overlooked
  • Reasons to build a customized financial plan instead of relying on generic rules of thumb
  • And more

Connect With Matt Perrone:

Connect With The Retirement Solution:

About Matt Perrone:

As a financial planner, Matt Perrone focuses on one goal in his work — to give clients a sense of confidence by managing their life savings with the utmost care and integrity. For as long as he can remember, he has been passionate about helping others make wise financial choices. To this day, Matt finds his work both fun and meaningful. Matt is also involved with charities that aid disadvantaged youth and that support the arts and education. Before transitioning to Finance in 2015, Matt spent seven years in Hospitality and Business Management. His previous experience has allowed him to bring a more personalized level of care and service to his clients.

  continue reading

100 episodi

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