Ep. 8 – Planning for Retirement – How the Process Works, Part 1

In this episode of Retirement in Action, we are starting a series of episodes to go over different scenarios in the financial planning process starting with what that first appointment would look like!

In this Episode:

  • Radon, Murs, and Morgan play out a fictional customer/planner scenario based off of what it would look like.
  • They go over the questions that are asked in the first meeting so you know what to prepare for in that meeting.
  • Hear how this first meeting helps establish the foundation for your retirement plan

Information to have prepared for the first meeting:

  • When you would like to retire
  • Income
  • 401K
  • Investments
  • Life Insurance
  • Spending


If you are in or nearing retirement and are looking 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 the complimentary video course, Four Steps to Secure Your Retirement. To access the course, simply visit POMWealth.net/podcast.

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