Everyone has different visions and goals for what they want out of retirement. What kind of retirement do you want? Figuring this out can help you better plan accordingly to make sure you accomplish your goals with your retirement savings.
Read more and get additional financial resources here: https://thefinancialanswer.com/podcasts/understanding-values-based-planning/
What we discuss on this episode:
1:39 - What kind of retirement are you wanting?
4:43 - Do you want to spend and buy in retirement?
7:09 - Do you have big travel plans?
9:52 - Are you helping kids and grandkids with college?
11:53 - What kind of account options do you have?
2021: This Is The Year (No Matter What)
Christmas Songs and Financial Planning
End of Year Financial Planning
Unreasonable Requests to Financial Advisors
An Election Conversation
Statistics on Saving and Investing
Mom’s Favorite Phrases And Financial Planning
Financial Planning By Profession
Don’t Assume When It Comes to Retirement
Dirty Little Secrets in the Financial World
Top 5 Types of Financial Risk
Industry Insights Amidst Coronavirus
Finding the Right Financial Advisor
Answering the Most Common IRA Questions
Are You Following Outdated Financial Rules?
Is the Customer Always Right?
How To Set Financial and Retirement Goals
Ben Franklin and Partial Freedom from COVID-19
Cleaning Your Financial Closet – Lockdown Edition
Coronavirus Aid - What You Need to Know About the CARES Act
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