Maximizing Enjoyment in Retirement w client circle guest Char

24/05/2025 51 min Episodio 187
Maximizing Enjoyment in Retirement w client circle guest Char

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Episode Synopsis

In this episode, Steve Shyman discusses the various stages of retirement planning, emphasizing the importance of preparation, purpose, and financial security. He outlines the pre-retirement phase, the launch into retirement, the honeymoon phase, and the need for ongoing purpose and structure in retirement. The conversation also highlights the significance of working with fiduciaries and understanding investment management, as well as the critical role of tax planning in ensuring a secure retirement If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.