Have you ever wondered how financial planners calculate your retirement income? In this video, Nick explains it all to you. It'll start with the basics: making sure your portfolio is ready for retirement. Tune in to learn more and understand why this is just the first step in the income plan process.

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KEY THEMES
0:00 – Introduction
1:08 – Step 1
3:00 p.m. – Step 2
3:41 – Step 3
4:26 – Step 4
5:21 – Step 5
6:41 – Step 6
8:30 a.m. – Step 7
11:20 a.m. – Conclusion
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ABOUT US
We are an independent financial advisory firm based in Frisco, Texas, serving individuals in several states across the country. We are here to listen to your needs and guide you through the financial planning process.
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CONNECT
Nick's Newsletter: https://www.newsletter.brindleandbay.com/
Facebook: https://www.facebook.com/brindleandbay
Instagram: https://www.instagram.com/brindleandbay_/?hl=en
Linkedin: https://www.linkedin.com/company/brindle-bay-wealth-management/about/
YouTube: https://www.youtube.com/@brindleandbay
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CONTACT
Website:
Telephone: (214) 988-9178
Email: [email protected]

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