PensionTRAC™

• 13 years ago

This podcast describes a financial analysis and planning tool that Mr Fee has created that allows you to understand your financial life better than you can imagine. This tool starts with the collection of data such as IRA’s, 401K’s, social security, investment funds available, real estate and all other assets that you own or expect to own during your working career. Mr Fee then conducts an interview to understand at what age you might want to retire, sell certain assets, collect on pensions and social security and inputs all of this data into the PensionTRAC tool. Once this process is complete you are able to use the information to project the amount of passive income that will be available at certain ages and divide up your assets into categories with differing life spans.

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