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How Mature is Your Retirement Plan?
Manage episode 439176931 series 3486996
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This week, I talk about the evolution of your retirement plan, and outline the 4 different levels of plans:
Defined
Feasible
Resilient
Optimized
I reference:
The True Wealth Retirement Framework (link below)
The Dept of Labor Data Management Maturity Model - https://www.dol.gov/agencies/odg/data-management-maturity-model
Thanks for listening and until next time... have a great day ~ Mike
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Other Notable Episodes and Playlists:
Learn More About Mike - https://www.youtube.com/playlist?list=PLfUhx9U6oZrMcVNERtMO9_g-k44qVNlqH
Financial Framework - https://youtu.be/10FooIm4JhU
Retirement Framework - https://youtu.be/adJU90wb-lg
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Email Mike: mike@truewealth.show
Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg
True Wealth Assessment: www.truewealthfg.com/assessment
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