Jordan and Phillis dive into the critical topic of budgeting for retirement. Join them as they provide expert guidance and practical tips to help listeners create a comprehensive retirement budget that aligns with their financial goals and ensures a comfortable and fulfilling retirement.

During the episode, Jordan and Phillis emphasize the importance of early retirement planning and setting clear retirement goals. They discuss the various factors to consider when estimating retirement expenses, including housing, healthcare, leisure activities, travel, and potential unforeseen costs. By exploring these elements, listeners will gain a better understanding of the lifestyle they desire in retirement and the financial implications associated with it.

Jordan and Phillis address the importance of regularly reviewing and adjusting the retirement budget as circumstances change, such as unexpected expenses or market fluctuations. They emphasize the need for flexibility and ongoing financial planning to ensure a secure and comfortable retirement.

Investment Advisory Services offered throughout Strategic Wealth Investment Group, LLC, a Registered Investment Advisor.

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