Retirement Income Planning: How We Map Your Full Financial Picture

You’ve Saved For Retirement. We’ll Help You Live It. Financial Planning For Individuals Ages 50 and Older Transitioning Into Retirement ======================= 📑 Chapters 👇 0:00 Why This Is the Most Important Step 0:29 What Retirement Income Planning Actually Is 1:08 It's a Living, Breathing Plan 1:35 Why It Takes Two to Three Meetings 2:18 The Four Quadrants: Mapping Your Full Picture 3:29 A Real Example: Age 61, Retiring at 63 4:36 Looking Further Out: RMDs, Roth Conversions, and Taxes 5:09 The Foundation for Five Other Decisions 6:06 Hourly vs. Ongoing Management 6:49 How This Fits Into the Blueprint System Retirement income planning isn't a document you sign once and file away. It's a living map of every dollar coming into your life, every dollar going out, everything you own, and everything you owe. In this video, I walk through exactly what happens in this process, the four-quadrant framework we use to map your full financial picture, a real example of how the numbers come together, and why this is the foundation every other decision in your retirement plan gets built on. ➡️ Retirement income planning is the first of six projects inside my Focus on Retirement Blueprint System, and it's the foundation the other five- Social Security timing, tax distribution planning, investment planning, estate planning, and insurance consulting- all get built on. If you want the full breakdown in writing, you can read more here: https://focusplanninggroup.net/retire... ⬅️ 🌟 See What Our Clients Are Saying About Us 🌟 https://focusplanninggroup.com/client... Check out my LinkedIn Channel → 👇   / josephcarbonejr   _ _ Hello, my name is Joe. 🙋‍♂️ Most people call me Joe, except my mother and father — they call me Joseph. So you can call me Joe unless you want to yell at me about something; then call me Joseph. I founded Focus Planning Group. I have over 25 years of wealth management experience. I hold a bachelor’s degree in finance from Dowling College and obtained the CERTIFIED FINANCIAL PLANNER™ Designation back in 2002. I am regularly featured in top publications such as Forbes, U.S. News, CNBC, Yahoo Finance, Money Magazine, The Huffington Post, plus many more. I live in Bayport, NY, a small town on the south shore of Long Island, with my wife, Michelle, my daughter, Juliette, and my sheepadoodle, Luna. When I am not at the office, you'll likely find me at my daughter’s barn watching her ride horses, playing tennis, mountain biking, skiing, trying to learn to play tennis, or antique shopping with my wife. I love listening to records on my vintage stereo system, attending live concerts, and watching baseball. If you speak with me long enough, I will probably tell you that nothing sounds better than playing a blues vinyl record on tube stereo equipment, and nothing makes me happier than finding a new amazing pizza place. I love pizza so much that I started a mobile wood-fired pizza business, Until the Dough Runs Out. Check out my Instagram page, but I warn you, you will probably want to eat pizza! 🍕   / untilthedough   🍕 Investment advisory services are offered through Focus Planning Group, LLC, a SEC registered investment advisor.