So retirement is on your horizon. Are you starting to wonder exactly when you can stop working? Do you often ask yourself if there is enough money to retire? You might catch yourself staring out the window, imagining what you will do with your free time. What are you daydreaming about?
This workbook will explore both parts of your retirement: Your Money and Your Vision.
Welcome to episode #103! In this podcast episode, I’m sharing commonly given bad financial advice, including… Investing all your money in a single stock based on rumors or tips is discouraged due to its high risk. Borrowing money to invest, known as leveraging, can lead to financial trouble. Dipping…CONTINUE READING
You’ve got Q’s, I’ve got A’s! In this week’s episode, I’m answering all your burning questions, including how to… ✅ Balance Finances: Managing cash flow when one partner retires before the other is crucial. Evaluate retirement income sources, minimize taxes, and consider health insurance impact. ✅ Make Smart Investments:…CONTINUE READING