Why Having A Financial Plan Is Better Than Being Asset Rich

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Retire With Integrity Podcast with Brian Bowen

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Having a lot of assets might feel nice, but don’t assume that means you don’t need a financial plan. Brian talks through the importance of a balanced plan and budget in retirement. Read more and get additional resources here: https://financialplanningva.com/podcast/ What we discuss on this episode:  0:12 - What does it mean to be asset rich? 2:57 - What do you need in retirement? 5:12 - How does your plan meet your specific needs? 7:10 - What kind of advice does Brian have for someone 60 years old? 10:44 - Is your plan up-to-date?