Aug 13 2024 52 mins 1
Are you truly ready for retirement, or are you headed for a retirement disaster?
In this episode, April Schoen and Matthew Wallat share their insights on creating a comprehensive retirement plan to avoid common pitfalls and ensure a worry-free retirement.
In this episode, you'll discover…
- The surprising similarity between an adventurous trip and retirement planning
- The crucial step that brings relief and excitement to clients nearing retirement
- How to adjust your investment strategy as you approach your golden years
- The key to unlocking a successful retirement through systematic saving
- The often-overlooked aspects of retirement planning that could derail your dreams
