This episode is essentially about balance. The Retirement Trifecta is the internal language financial advisors’ use when explaining how a successful retirement plan needs a balance of assets, income, and expenses. Amy will discuss how advisors work for you: It’s not an off the shelf solution. Each person or couple has a different idea of what they want their retirement years to look like. And she will examine some of the biggest misunderstandings she sees around this topic.
For more information reach out to Amy and her staff at 503-610-6510 or online at Thimbleberry Financial Services HERE!