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Show Notes

Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board.

Discover why having a well-structured income plan is a must, why trying to consistently time the stock market is a risky venture, and why having a long-term investment strategy is so important. Scott will also debunk the myth that estate planning is only for the wealthy and shed light on the critical documents that should be in place for everyone, ensuring that your assets are protected, and your wishes are carried out.

Here are the universal truths we discuss in this episode:

• Everyone needs an income plan
• No one can consistently time the stock market successfully
• Estate planning is not just for the wealthy- it’s for everyone!

Thanks for checking out this episode of the podcast. If you’d like to learn more about financial and retirement planning, check out our YouTube channel here.