Are You On Track?

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I recently interviewed Doug Godbe for an upcoming show that will air on September 24. Doug is a retired estate planning attorney who started to plan for his own retirement when he was 30. Between spreadsheets and careful calculations, he is still surprised by a few things in retirement and would even admit that he is “failing” in several areas. If the extreme planners are reexamining their plans, what about the rest of us? According to a 2015 study, only one-third of retirees retired when they had intended. This means that 60% of retirees age 55 to 65 left their careers unexpectedly. That’s a lot.
Are you on track? How do you know?
Tune in today as Dennis and Heidi share some of the benchmarks for a healthy review of your plan.