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The Waller Family Income Plan
Episode 53

The Waller Family Income Plan

Money Mile

June 5, 202411m 51s

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Show Notes

In today's episode of Money Mile, you’ll learn about my process for updating my clients' and my own retirement income projections to get a sense of the process I follow when helping clients.

Are you ready for your mile-sized bit of financial education? Click play to get started. 

You will want to hear this episode if you are interested in...

  • The primary steps in developing your retirement income projection [1:42]
  • A glimpse behind the curtain [3:51]
  • Why we use Roths [6:07]
  • Your homework [11:18]

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