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There are a lot of incorrect financial plans out there. The last thing you want is to think you have the perfect retirement planned—only to find out you’ll come up short. Many companies or financial advisory firms advertise “free” or “cheap” goal-based retirement plans. The truth is, anyone can generate a goal-based plan—but why do we think that’s not good enough? How should you build an accurate financial plan? Listen to this episode of The Capitalist Investor to find out!

Outline of This Episode

• [0:20] How to build an accurate financial plan
• [2:57] Capital market return expectations
• [9:05] Why a goal-based financial plan will fall short
• [15:12] Calculating on straight-line returns
• [20:35] How tax is calculated in planning software
• [23:38] Why you should update your financial plan often

Resources & People Mentioned

• Monte Carlo Simulation

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here
• The SWP Connect YouTube Channel

Send your questions and comments to us at info@SWPConnect.com

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