How Do You Measure Financial Plan Performance? #retirement #financialplanning #fiduciary

How Do You Measure Financial Plan Performance?

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Eric Amzalag, CFP®, RICP®

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Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.

0:00 Intro
1:18 Welcome to the channel
1:56 Financial Plan Success is About Tracking the right things
2:18 Track your spending/savings
2:57 Track Your Required Portfolio Income
3:45 Track your Tax Rates on Retirement Distributions
4:24 Track Your Plan Required Rate of Return
5:19 Track Your Portfolio Rate of Return
6:10 Running through specific examples of each metric
11:18 Why we need to track more than one thing!
12:26 Conclusion

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