Navigating the Key Financial Milestones of Your Retirement Journey

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

 

Start YOUR FREE Financial Plan Today:

Now available – FREE ACCESS – to a Financial Planning Tool:

Click here:  https://bit.ly/GetFinancialPlan

 

Connect with Danette Lowe, CFP^®

https://linktr.ee/trunorthwealth

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