Phil’s Tax Hacks

Ep 97: Why You Need Retirement Customization

August 12, 2021

Retirement is not one-size-fits-all. Just like your bank account, family size, job, and home, you have a number of factors to add up to create a unique situation. On today’s podcast we talk through some of the areas of your retirement that you need to make sure is decided based on your needs and goals.


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What we discuss on this episode: 

0:53 - We all face unique factors in our retirement.

1:30 - How important is a planned retirement age?

4:08 - What is your risk tolerance?

9:13 - What’s your family history of longevity?

13:10 - What’s your legacy?