Episode 30: Is Inflation Wrecking Your Retirement Plan?

Jul 15, 2022

On this episode, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, WMCP®, discuss several high-level concepts that you can implement to help you be prepared in this economic climate. The cost of gas, groceries, and other necessities are at an all-time high. Many are faced with the decision of going back to work or delaying their retirement due to rising costs. Consider having an investment strategy to help manage your income and expenses.

Here are just a handful of the things that we'll discuss:

  • How to review your expenses and identify your variable rates.
  • How to review your income plan before making an employment decision.
  • Consider annuities because of their guaranteed income and increases for inflation.
  • How an HSA can serve as an avenue for helping with rising medical costs.
  • How to work with an advisor to create and adjust income streams over time.


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