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Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Ready To Retire!

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Manage series 3379690
Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now that will go a long way toward planning an epic retirement. With over 20 years of experience as a Certified Financial Planning Professional, Danette joyously provides customized, actionable advice to help you confidently navigate the transition from uncertain net saver to peaceful net spender. She’s here to flip those feelings of shame, regret, or stress about retirement savings and help you see what CAN be done to prepare for your retirement. Maybe you want to find out if you’ve saved enough and if you can retire in the next few years, or maybe you have just moved or are considering changing careers and are curious about your 401K, pension, or social security benefits. If you’re starting to think about retirement and want to learn more about how and when you can stop working, whether you’ve saved enough, and what your retirement years might look like, you’re in the right place. Danette shares free resources, fresh perspectives, and easy-to-understand educational materials throughout this show about retirement planning in an effort to enhance and enrich your life, no matter your age, income, or retirement preparation level. Are you Ready to Retire? Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com Please see our terms of use here: www.commonwealth.com/termsofuse.html This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, NH, NV, NY, OR and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. ® Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 123 W. Nye Lane, Suite 520, Carson City, NV 89706 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com
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30 episoade

Artwork

Ready To Retire!

updated

iconDistribuie
 
Manage series 3379690
Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now that will go a long way toward planning an epic retirement. With over 20 years of experience as a Certified Financial Planning Professional, Danette joyously provides customized, actionable advice to help you confidently navigate the transition from uncertain net saver to peaceful net spender. She’s here to flip those feelings of shame, regret, or stress about retirement savings and help you see what CAN be done to prepare for your retirement. Maybe you want to find out if you’ve saved enough and if you can retire in the next few years, or maybe you have just moved or are considering changing careers and are curious about your 401K, pension, or social security benefits. If you’re starting to think about retirement and want to learn more about how and when you can stop working, whether you’ve saved enough, and what your retirement years might look like, you’re in the right place. Danette shares free resources, fresh perspectives, and easy-to-understand educational materials throughout this show about retirement planning in an effort to enhance and enrich your life, no matter your age, income, or retirement preparation level. Are you Ready to Retire? Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com Please see our terms of use here: www.commonwealth.com/termsofuse.html This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, NH, NV, NY, OR and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. ® Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 123 W. Nye Lane, Suite 520, Carson City, NV 89706 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com
  continue reading

30 episoade

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