Ep 36: Planning for Retirement’s Uncertainties

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

There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors?

In this episode, we will try to prepare you for some changes you may encounter in your financial plan over the years.

Key Points:
2:24 – Navigating interest rate and inflation changes
4:47 – How to prepare for future tax rates during historical lows
5:47 – Year-to-year stock market returns fluctuate, but over time the market usually turns upwards
6:32 – Planning for Social Security and changes that may come up

office@bradshawfp.com  •  704-216-2260
© Copyright Trent Bradshaw 2022