On this episdoe of the Retirement Matters Podcast, Dale talks with you about the baseline plan of record! We did a show recently where we reference the baseline plan of record and today he brings this to you in detail. He goes through what it takes to build a true baseline plan of record for all five areas that you will face in retirement including: investment planning, tax planning, healthcare planning and legacy planning. This is a power packed show and if you have not heard about a baseline plan of record and you're not working with an advisor who has built a baseline plan of record for you AND you’re over the age of 59 1/2 you need to give our team a call! 270-600-PLAN.

Tip: It’s not about how much money you make, it’s about how much money you keep!

If you have questions or looking for guidance give our team a call at 270-600-PLAN!

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Always remember to Save Money, Plan Well and Live Happy in retirement.