Unsure, Confident, or Certain: Retirement Planning Next Steps

It’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make. In this episode, we'll explore the three retirement planning mindsets: those who have no idea if they can retire, those who think they have enough money to retire, and those who know for sure they have enough money to retire. We'll discuss the key considerations and next steps for each of these mindsets to help you prepare for a fulfilling retirement.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

1:23 - Main Topic: Unsure, Confident, or Certain: Retirement Planning Next Steps

1:59 - I Have No Idea If I Can Retire

5:11 - I Think I Have Enough Money To Retire

7:57 - I Know I Have Enough Money To Retire

9:35 - New Long-Term Care Product

14:07 - Mailbag: Laura Asks If Her Account Is Too Small For Her Financial Advisor To Care About