
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

Schedule A Complimentary Consultation
If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.