Ep 28: Customization is King

Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® |

Most people realize that a customized retirement plan is much better than a one size fits all approach and yet, most of us don’t have a truly customized plan. The age you retire is unique to your situation. Maybe you have to wait for Medicare to kick in or perhaps you really enjoy your job and want to work part-time.

Once you are actually in retirement what do you want it to look like? If you want to travel or relocate, you’ll need more income than someone planning to stay home. On today’s episode, we’ll discuss why customization is king and the important parts of your retirement plan that truly need to be customized to your life.



Key Points:
0:27 – Retirement age
3:00 – Lifestyle and income needs
5:54 – Your risk tolerance
9:06 – Family longevity and health history
10:48 – Desire for a financial legacy
13:15 – Emotions related to your money

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