Nov 19 2024 3 mins
You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
0:00 - Intro
0:10 - Why Retirement Feels Scary
1:11 - What is a Written Retirement Income Plan? - The Wisdom of Planning: Lessons from Whales
2:20 - How to Ensure Your Money Outlasts Your Life - Addressing Mental and Emotional Readiness
3:00 - Retiring to Something, Not to Nothing - The Importance of Reassurance in Financial Planning
"Chart your course to a retirement filled with purpose, freedom, and peace of mind."
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.