Ep. 12 -Planning for Retirement – How the Process Works, Part 3

Do you need help planning your finances for long-term care?

In the third installment of the Retirement in Action mini-series, we return to our roleplay with Radon, Murs, and Morgan to help you know what to expect when financially planning your retirement.

This episode highlights how some typical retiree concerns, including long-term care planning, will be addressed in your financial retirement plan. We also discuss the process of finding the risk tolerance level that you’re happy with to manage your investment portfolio.

To listen to this mini-series from the beginning, please listen to episode eight of the Secure Your Retirement podcast, ‘Planning for Retirement – How the Process Works, Part 1’.

If you missed part two, please listen to episode ten of the Secure Your Retirement podcast, ‘Planning for Retirement – How the Process Works, Part 2’.

In this episode, find out:

  • How you can start to prepare financially for long-term care
  • Why it’s necessary to have a good estate plan
  • How to find out what your risk tolerance is
  • How to a financial planner can help you to manage risk in your investment portfolio


If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement.

To access the course, visit POMWealth.net/podcast.

To receive our free book, Get Off the Retirement Rollercoaster, leave this podcast a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net.