Episode 75: Is Your Plan Flexible?


When working on a retirement plan, Scott and Angela don’t make a cookie-cutter template that stays the say no matter what happens. You plans needs flexibility, and they discuss the importance of staying nimble in an uncertain retirement environment.

Key takeaways:

  • Different buckets to do different things
  • Preparing on a sunny day
  • Nimble plan in an everchanging landscape
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