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Do you remember playing Tic Tac Toe?
What if that same classic game could help revolutionize your retirement financial decisions?
Whether in 1-5 years, 6-10 years, or 11+ years, this game can help you determine how much money you need for each goal on the board and where to invest it.
Listen to Brett simplify the financial decision-making process in retirement by asking key questions such as “When do I need my money? ” “How much do I need?” and “Where should I invest?”
Brett discusses:
- Using Tic Tac Toe to simplify retirement planning
- Categorizing your retirement money and determining how much you need for each goal
- Understanding the tax status of your retirement accounts and investing accordingly
- Maximizing the benefits of tax-free accounts for tax-free growth
- Building confidence in your retirement financial decisions
Related: Scaling Unconventionally: A Unique Strategy with Success Story Trent Grzegorczyk