Our collective wealth includes the water, air, rocks, forests, and creatures that surround us, the relationships we have with each other, and the knowledge we gather and preserve in community.
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Today’s episode is a long one, because your employee benefits (if you have them) are important to Present You and to Future You, and it takes time to understand what they are and how they work. And, fair warning: this episode has homework.
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If you’re one of those few, those happy few with a defined benefit pension plan, let’s talk about the four most important questions you might want to know the answers to: when you’ll get it, how much you’ll get, whether it’s going to increase with the cost of living, and what happens if you leave your job before you retire. Find out where to get all this information (and who to talk to if you can’t) in today’s episode.
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What is retirement income planning, and why do we have to do it once a year? As it turns out, almost none of you are actually experiencing the worst case scenario, at least from the perspective of your investment returns, tax policy, and cost of living increases. Most of you have more in your accounts than we projected.
And that’s precisely why we meet once a year to check in on your plan.
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