#27 - Help! I Retired and Forgot to Tell You - Let’s Do a Financial Check-in

Retiring can be scary. Let's discuss some items that should be communicated to your financial advisor before retirement.

In this episode:
📈 How our goals for 2023 are progressing
📅 Why it's important to do a financial check-in
👨🏻‍💻 A simple way to check if you have unclaimed assets
🪪 Will Social Security run out
💸 Whether you should pay off your debt or save for retirement
⛳️ The results for the Master's

Check if you have unclaimed financial assets: https://missingmoney.com

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 Contact Full Swing Financial Planning:
Address: 1725 1st Ave S, Fort Dodge, IA 50501
Phone: 515-308-4545
Email Kole Petersen: Kole@fullswingfp.com
Email Cole Jaeschke: Cole@fullswingfp.com
Email Baileigh Ashbrook: Baileigh@fullswingfp.com

🌐 Follow Full Swing Financial Planning:
Website: https://www.fullswingfinancial.com
Facebook: https://www.facebook.com/fullswingfinancialplanning
Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/
YouTube: https://www.youtube.com/@HowToMoneyPodcast
Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning
Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning
Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning

This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

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