R.E.T.I.R.E. – Retirement Planning

Retirement Planning is the fifth step in the six part financial planning acronym R.E.T.I.R.E. that forms the foundation of developing a solid financial plan and pathway to financial independence.

In this episode Eric and Matt cover some of the basic tenets of Retirement Planning including finding your financial independence number, types of retirement accounts, and more.

Learn more about retirement planning concepts such as:

  • Your financial independence number
  • The different types of retirement accounts and their tax treatment
  • Some standard rules of thumb on retirement savings