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Fundamentals of Creating a Comprehensive Financial Plan
Manage episode 407464223 series 3560644
Content provided by John Largent, Darrin McComas, and Shon Peil. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Largent, Darrin McComas, and Shon Peil 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.
On this episode, Darrin and Shon highlight the topics and questions you should as when you are starting to create the fundamentals of a comprehensive retirement plan. Below are the topics/questions with the timestamp to know when each topic is being discussed: 2:00 - What does a comprehensive retirement plan look like? 4:46 - How do you know when to start social security? 9:22 - People fear running out of money more than death 13:40 - Charitable giving and legacy planning 16:00 - The importance of updating your estate plan 20:39 - What does risk tolerance look like? 23:40 - Riding the volitity of the market For more information on setting up your retirement plan or if you have a question for Darrin or Shon, go to www.abrahamco.com
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