Uploaded February 2026 | Updated September 2026, 3 weeks ago
Most people spend years staring at complex spreadsheets, but you can actually determine if you have "enough" on the back of a cocktail napkin.
If you’re in the pre-retirement zone, you don't need a 50-page projection to see if you’re on the right track. You need to understand the relationship between your spending and your certainty.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
Most people spend years staring at complex spreadsheets, but you can actually determine if you have "enough" on the back of a cocktail napkin.
If you’re in the pre-retirement zone, you don't need a 50-page projection to see if you’re on the right track. You need to understand the relationship between your spending and your certainty.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
