What’s Your Retirement Going to Look Like?

Invested Teacher

15-03-2023 • 40 mins

In this episode Jon, Matt, and Kyle discuss various retirement projections and scenarios for people who have defined benefit pension plans, with set retirement dates and incomes.  They discuss some prompts for deeper thinking around what retirement might look like; how much money people might expect to have in retirement, and whether it will be enough to support their projected lifestyle in retirement, as well as discuss how some investment ideas might enhance one’s financial outlook in retirement.


What you’ll learn:

  • How to do some deeper thinking to envision what retirement might look like for you and your family;
  • Financial projections for what retirement might look like for people with defined benefit pension plans vs. those who are left to fend for themselves;
  • How much retirement savings you might realistically need in retirement to support your projected lifestyle and financial needs; and,
  • Potential ideas to enhance your income in retirement through investing.


Resources:


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