Feature Image

Episode 20 – Questions You Must Answer Before Visiting a Retirement Designer

Have you ever been in the situation where you are meeting with someone about your finances and you just can’t seem to answer their questions? 

This problem happens more frequently than you might think, and we are here to help you never be in that situation again! 

In this episode, Barry Watts goes through nine of the most common questions that you should know the answer to before visiting your advisor. Barry explains why each of these questions are important and how you can access the necessary information before your next financial meeting! 

You will learn: 

  • How to figure out how much money you will need after taxes in retirement 
  • What the tax brackets are and how to know which one you are in 
  • What you need to know about your Social Security in retirement  
  • Ways in which you can leave a legacy for your children 
  • And more!

Tune in now to discover how to answer the most common questions asked when planning for retirement!

Resources: SavingYouTaxes.com | J. Barry Watts