Where are you in your financial journey? Whether you’re just starting to save for retirement or already have your retirement party scheduled, take some time to review how to make the most of where you are right now to avoid future problems.
In this episode, I outline four important phases of your financial journey and how to prepare for retirement in each step.
Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet: https://www.trunorthwealth.com/newsletter-signup
What’s included: 3 Steps to Planning an EPIC Retirement
Step 1: How will You Spend Your Time?
Step 2: Identify Your Income & Expenses
Step 3: Putting it all Together
Connect with Danette Lowe, CFP®
https://linktr.ee/trunorthwealth
Visit Our Website: https://www.TruNorthWealth.com
Episode Summary:
1-Savvy Saver: People who are getting ready to save for retirement, who may not even be thinking about retirement, typically under the age of 50 years old.
1. Establish an “adventure fund” for unexpected expenses.
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