Ep. 32 Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
11/07/2024 9 min Temporada 1 Episodio 32
Ep. 32 Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement

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Episode Synopsis

Send us a textMadison and Mike discuss the key decisions to be made before and during retirement, emphasizing the importance of maintaining strong relationships, planning for uncertainties, and creating a retirement budget. They also underscore the need to prioritize physical and mental health, and to have essential legal documents in place. Lastly, they highlighted the importance of finding a balance between relaxation and staying active in strengthening relationships with family and friends.

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