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December 5, 2024 17 mins

People nearing retirement often fall under one of the three Cs. Those are concerned, seeking clarity, or confident. In this episode, Sean breaks down these three mindsets, exploring the unique questions and needs that come with each. Let’s see which best describes you!

 

Here’s what we discuss in this episode:

0:00 – Intro

2:08 – Concerned

3:15 – The blurred line with clarity

6:30 – Seeking clarity

11:13 – Confident

 

Schedule a 15-minute consultation:  https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of "Rounding Third:"  http://rounding-third.elevatemyretirement.com/

 

Contact us:

(801) 639-0095

slee@erg-slc.com

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