The Biggest Spending Questions—Answered by CFP® Professionals
How much should you spend if you want to retire comfortably?
In this episode of the Trust the Plan Podcast, Preston Gee, CFP® and Jim Pilat, CFP® answer the biggest retirement planning and budgeting questions they hear from clients. They discuss smart spending habits, budgeting strategies, renting vs. buying a home, and how today's financial decisions can impact your future retirement.
Whether you're just starting your financial journey or getting closer to retirement, understanding how to spend wisely is just as important as knowing how to save and invest.
In this episode, you'll discover:
✔️ How much you can afford to spend while staying on track for retirement
✔️ Renting vs. buying a home: Which is better for your financial plan?
✔️ Budgeting tips that support long-term financial success
✔️ Common spending mistakes that can delay retirement
✔️ How to balance enjoying life today while planning for tomorrow
✔️ Questions financial advisors hear most often about spending and retirement
If you're searching for advice on retirement planning, budgeting, personal finance, investing, financial freedom, retirement savings, wealth building, or money management, this episode is for you🔔
Subscribe to the Trust the Plan Podcast for weekly conversations on retirement planning, investing, taxes, Social Security, financial planning, and building long-term wealth.
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