Simple Retirement Planning with Less Stress

Michelle explains the method behind her "Buckets" approach to spending money in retirement so you can be stress free! She shares actionable steps on how to position yourself to easily transition to retirement and ease your worry while you're there.

Time Stamps

00:00 Welcome to the Financial Planning Journey!

00:17 Demystifying Retirement Planning: A Personal Approach

01:19 The Basics of Retirement Planning: Understanding Your Needs

02:49 Introducing the Buckets of Money Strategy

07:14 Breaking Down the Buckets: A Step-by-Step Guide

11:55 Addressing Common Concerns and Questions

16:46 The Power of Immediate Annuities in Retirement Planning

19:06 Why This Strategy? Simplicity and Peace of Mind

19:34 Closing Thoughts and Invitation for Feedback

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.