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How to Set — or Reset — Your Retirement Date

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Content provided by Financial Planning Fort Collins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Fort Collins 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.

Whether you’re working toward financial independence or retirement, what’s its start date? If you’re setting — or resetting — yours, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will talk you through how to choose your when.

We’ll explain why you should set a retirement date if being work-free or work-optional someday is a goal of yours. We’ll also share why it’s ok to put off financial independence or reset your retirement date at any time. And we’ll tell you why you should work with a pro to make it happen the right way.

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed!

Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor.

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.

© 2023 Financial Planning Fort Collins

  continue reading

45 episoade

Artwork
iconDistribuie
 
Manage episode 360158144 series 3458449
Content provided by Financial Planning Fort Collins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Fort Collins 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.

Whether you’re working toward financial independence or retirement, what’s its start date? If you’re setting — or resetting — yours, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will talk you through how to choose your when.

We’ll explain why you should set a retirement date if being work-free or work-optional someday is a goal of yours. We’ll also share why it’s ok to put off financial independence or reset your retirement date at any time. And we’ll tell you why you should work with a pro to make it happen the right way.

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed!

Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor.

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.

© 2023 Financial Planning Fort Collins

  continue reading

45 episoade

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