Retirement Savers have 3 Categories - Which one are You in?
Manage episode 407501701 series 3561334
I found an article where the author put retirement savers into three categories: Over funded, underfunded, and constrained investors.
A constrained investor is one who has saved, but they can’t afford to make any mistakes. There’s no wiggle room. The article suggested this formula: Take how much you need per year divided by how much you’ve saved. If that number is more than 3%, you are a constrained investor. Are there any ways to help overcome concerns about income?
Hear how Kevin can help you, no matter why type of investor you are , create income for life!
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