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Managing Retirement Before It Comes (6/29/2024)
Manage episode 426616249 series 3083349
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Jeremiah and Nic explore crucial aspects of financial planning and retirement readiness. We emphasized the necessity of open dialogue about money matters and ensuring that financial decisions align with personal goals and needs. Our discussion covered diverse income sources for retirement, managing expenses within budget constraints, and addressing the emotional aspects of transitioning into retirement. We also delved into the pivotal role of financial advisors in guiding clients through financial behaviors, risk management strategies, and estate planning. We stressed the importance of categorizing expenses into essentials, wants, and wishes in retirement planning, prioritizing non-negotiable needs such as healthcare and utilities.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Jeremiah Bates, Financial Advisor
Nic Daniels, Financial Advisor
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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