Yogi Berra, hall of fame baseball player and legendary catcher for the New York Yankees, was known not only for his athletic abilities but also for his witty and often paradoxical sayings. These quotes provide a unique lens through which we can view and understand the complexities of financial planning.

One of the standout quotes discussed in the episode is, "I never said most of the things I said." This quote reminds us to be cautious about the promises and information we receive, especially when it comes to financial products and services. Alan and Troy emphasize the importance of working with a knowledgeable advisor who can provide a clear and honest assessment of your retirement plan. One way to start is with Troy’s book, “Retirement 360 Game Plan.”

Here’s some of what we discuss in this episode:

• A lot of retirement plans are lacking a little bit in actual plans.
• Everything is costing a lot more because of inflation.
• One of the biggest concerns most people have: taxes in retirement.
• The basic questions to ask about Social Security and pension options.
• What’s in the “Retirement 360 Game Plan” and how it could help you.

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