Retirement Reality Check by Josh Jalinski

Author:Josh Jalinski
Language: eng
Format: epub
Publisher: Harpercollins Leadership
Published: 2019-06-19T00:00:00+00:00

•Start your planning by asking your advisor to show you your own personal holistic economic financial Game Plan. If he or she doesn’t use a model to verify economic decisions—run from them.

•Don’t expect it to predict the future: use it to evaluate the present and make the present more efficient. The Game Plan is a simulative tool, which is meant more to prepare you for the future instead of predicting the unknowable.

•Make sure your Game Plan is tailored to your situation and not a cookie-cutter calculator on your 401(k) or 403(b) websites. Go to retirementrealitycheck.com and our website will customize a three-tiered approach and tell you exactly how much you should allocate to each of these three strategies: 1) low risk, 2) moderate risk, and 3) high risk.

•In consultation with your advisor, adjust your investments and insurance coverages accordingly, flagging where you might not be able to follow the advice completely.

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