Financial Planning Insights

On this episode of the Barry Broadcast, Sean Corkery and Liz Garvey sit down to discuss the story of a client who caught the "travel bug" during retirement.


See Our Approach in Action

Hearing our ideas about planning for traveling in retirement is one thing, but it's another thing to see these ideas in action. Use the form below to download an example financial plan, identical to the type of plan provided to the client in this month's podcast.

This example financial plan details:
  • Maximum retirement spending totals by year
  • Projected growth of assets over the coming decades
  • What-if analysis covering potential, future market returns

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