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How to plan for retirement

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Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser 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.

People think they need a lot of money to retire. While money is important, it’s not everything. You can have a comfortable retirement when you understand your expenses – that means understanding how much you’ll need on a month-to-month basis. Host Katy Lepine talks with Retirement Planner, Jeanie Shih. Jeanie specializes in retirement income planning and has 40 years of experience in finance. She offers advice on estate planning and how you can retire on your own timeline. In this episode, you’ll discover, 1: When is the best time to retire. 2: Retiring with debt. 3: Common mistakes people make when they retire. 4: Five things you can do to start planning for your retirement.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26 episoade

Artwork
iconDistribuie
 
Manage episode 244816188 series 1233602
Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser 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.

People think they need a lot of money to retire. While money is important, it’s not everything. You can have a comfortable retirement when you understand your expenses – that means understanding how much you’ll need on a month-to-month basis. Host Katy Lepine talks with Retirement Planner, Jeanie Shih. Jeanie specializes in retirement income planning and has 40 years of experience in finance. She offers advice on estate planning and how you can retire on your own timeline. In this episode, you’ll discover, 1: When is the best time to retire. 2: Retiring with debt. 3: Common mistakes people make when they retire. 4: Five things you can do to start planning for your retirement.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26 episoade

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