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The Waller Family Income Plan

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Manage episode 422048876 series 3352217
Content provided by Justin Waller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Waller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today's episode of Money Mile, you’ll learn about my process for updating my clients' and my own retirement income projections to get a sense of the process I follow when helping clients.

Are you ready for your mile-sized bit of financial education? Click play to get started.

You will want to hear this episode if you are interested in...

  • The primary steps in developing your retirement income projection [1:42]
  • A glimpse behind the curtain [3:51]
  • Why we use Roths [6:07]
  • Your homework [11:18]

Resources & People Mentioned


Connect With Justin Waller


Subscribe to MONEY MILE

Audio Production and Show Notes by - PODCAST FAST TRACK

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 422048876 series 3352217
Content provided by Justin Waller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Waller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today's episode of Money Mile, you’ll learn about my process for updating my clients' and my own retirement income projections to get a sense of the process I follow when helping clients.

Are you ready for your mile-sized bit of financial education? Click play to get started.

You will want to hear this episode if you are interested in...

  • The primary steps in developing your retirement income projection [1:42]
  • A glimpse behind the curtain [3:51]
  • Why we use Roths [6:07]
  • Your homework [11:18]

Resources & People Mentioned


Connect With Justin Waller


Subscribe to MONEY MILE

Audio Production and Show Notes by - PODCAST FAST TRACK

  continue reading

62 episodes

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