Retirement Planning Do's & Don'ts
There are lots of opinions and ideas around how to properly plan for and live out a successful retirement.
Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.
Topics covered:
- How to invest in retirement
- How you can trust your plan
- Why you should be proactive instead of reactive
- Understanding Social Security
- Talking to others who have already retired
A big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob@rivertreewealth.com
Website: www.rivertreewealth.com
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.
Topics covered:
- How to invest in retirement
- How you can trust your plan
- Why you should be proactive instead of reactive
- Understanding Social Security
- Talking to others who have already retired
A big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob@rivertreewealth.com
Website: www.rivertreewealth.com
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
