Episode # 127 3rd Most Important Financial Planning Concept

In this podcast we’ll be talking about a new concept when it comes to retirement planning; using your ENTIRE net worth as opposed to only your liquid net worth for retirement income.

We’ll  be looking at an article in the Journal for Financial Planning from 2017 that crunches numbers to show the increase in income a retiree can obtain when using their TOTAL net worth.

https://www.onefpa.org/journal/Pages/OCT17-Integrating-Home-Equity-and-Retirement-Savings-through-the-Rule-of-30.aspx

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