Episode 71 – Your Annual Plan Review – With Tom Black

Is your financial plan ever really complete? 

In this episode of Your Retirement Solution Podcast, Tom Black from The Retirement Solution explains the review process and what your annual or even semi-annual review with your financial planner should look like.

In this episode, you will learn:

  • Why it is important to meet with your financial planner regularly and discuss life changes
  • How your annual review is a time to make adjustments to your financial plan
  • Why tax changes may have you adjusting your written plan 
  • What you want your plan to do now and in the future 
  • And more!

Tune in to learn how to get the most out of your annual review so that you can retire on your own terms and live life to the fullest! 

Resources:The Retirement Solution | Your Retirement Solution Podcast