What It Takes to Build a Retirement Plan: Base Costs, Healthcare, Legacy, Lifestyle скачать в хорошем качестве

What It Takes to Build a Retirement Plan: Base Costs, Healthcare, Legacy, Lifestyle

Retirement planning does not happen by accident. In this episode, I break down what it really takes to build a retirement plan around the lifestyle you want, and the minimum key areas you need to cover so you do not outlive your money. In this video, I cover the four minimum components you must plan for: ✅ Base cost so you can live comfortably ✅ Medical costs and the Medicare gap ✅ Long term care so your family is not forced to sell assets ✅ Legacy and lifestyle planning so you can enjoy retirement and still leave something behind Chapters 00:00 Retirement planning and why hope is not a strategy 00:12 Build the plan around your lifestyle goals 00:35 The number one fear in retirement 00:59 The four minimum components to cover 01:07 Component 1: Base cost and your baseline 01:32 Component 2: Medical costs and Medicare timing 02:05 Component 2 continued: Long term care and protecting the home 02:58 Component 3: Legacy planning for your family 04:05 Component 4: Lifestyle planning and travel costs 05:15 Start early so you have more options 05:34 Book a consultation and let’s build your plan ➡️ Subscribe for more real-world financial strategies 📅 Book a free consultation – calendly.com/esquivelrealtycb/initial-client-appointment — Marco Esquivel CA DRE#02048864 | CA CDI#4234197 Disclaimer: This video is for educational purposes only. Marco Esquivel is a licensed CA Realtor (DRE#02048864) and Financial Services Professional (CDI#4234197). Please consult a licensed advisor before making any financial or real estate decisions.