VIDEO: Click here to watch on YouTube.
Financial Advisor, Kiran Sharma, discusses Gap Analysis in this video series.
In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with financial advisors, accountants, and business service specialists to discuss hot topics and more. Our goal with this video series is to educate and provide resources that will help guide you along your financial journey. In this interview, Kiran Sharma, one of our financial advisors, will answer the frequently asked questions she receives from clients.
Gap Analysis – The Basics
In this video, Kiran will walk you through…
• What retirement gap analysis is
• Why retirement gap analysis is so important
• How you can find out what your gap is and how to prepare for what you need
Want to learn more? Here’s an additional resource for you…
How to Calculate Your Retirement Wealth Gap
Article from Kiplinger
Just as important, when measuring your wealth gap, is knowing what your retirement goals are. You must have answers to questions like, when do you want to retire? Will you stay in your current home, or will you downsize? Will you be traveling? What sort of lifestyle do you want? The answers determine what your specific retirement number will be. You can’t know which way to go if you don’t know where you’re going. Click here to continue reading this article from Kiplinger.
Check back frequently on our blog, as we’re always producing new educational content to help you pursue your financial goals!
Or if you’d like to learn more about retirement gap analysis and other related topics, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)
And as always, if you have any other questions, please contact us. (Click here for contact information.)
Presented by Kiran Sharma – Financial Advisor
Learn more about Kiran and the rest of the Storen Financial team here.