CFP 5 - Pre-Retirement Planning

Step 5 of Creating a Financial Plan is Retirement Planning. That comes in two phases:

1. Pre-Retirement Planning
2. In-Retirement Planning

We are RetireMentorship, "Your Mentor TO (Pre-Retirement) and THROUGH (In-Retirement) Retirement." This is what we do best. Today we will cover Pre-Retirement Planning. You can find links to resources at: RetireMentorship.com/29 For Practical Planning, you can help plan your retirement using RightCapital. Click here to start using it for free. Need help finding a planner to conduct your insurance planning? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 

Enjoying the show? Sponsor it by becoming a RetireMember. For the price of a Latte a Week or a Latte a Month you can show your support and keep the show ad-free. Become a Member for a Latte a Week ($16/m) Become a Member for a Latte a Month ($4/m) Your support means a lot! Find out more at RetireMembership.com. If you have questions about this topic, message us on Facebook or email us at [e-mail].  Or you can call us at 1 (855) 6-MENTOR (1-855-663-6867) and leave us a message.

Send us a Text Message.

Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at [e-mail] or call us at 1-855-6MENTOR.

This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.