June 28

at 1:15pm PST, 4:15pm EST

Time left until webinar starts…

  • 15


  • 3


  • 33


  • 17


A good retirement cash flow plan requires a good budget. 

  • You need to know how much you spend in order to know if you have saved enough.
  • Many high income earners don't have a budget during their working years and this can be problematic when creating a retirement cash flow plan.
  • Spending is not smooth and can fluctuate from month-to-month.
  • A good budget needs to account for the regular monthly expenses as well as the irregular expenses (i.e. property taxes).
  • Understand how your budget will change over time when expenses stop (i.e. mortgage payments & car payments end).
  • How will inflation impact your spending over time?
  • Tag expenses for electronic payment to experience greater freedom.
  • Set up a system for allocating cash for every day living to help ensure you stay on budget.