Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGroup https://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn episode #2 of Retire & Thrive, host Dan, and co-host Kamie talk about the 7 most important financial lessons Dan’s learned through decades of helping people plan for retirement. These insights form the foundation of his book Retire and Thrive, a practical guide to making smart, confident decisions before and during retirement. Whether you’re already approaching retirement or just starting to think ahead, these lessons can help you avoid costly mistakes and build a life you love.7 Key Retirement Lessons Covered:Enjoy the Fruits of Your Labor Retirement is your time to thrive — not just survive. Learn to plan for a future that includes what brings you joy.To Reap the Rewards, Review Your Investments Neglecting your portfolio can cost you. Dan explains why ongoing reviews are essential.You Only Have Freedom When Your Cash Flows Freely It’s not about your total net worth — it’s about how you generate consistent, sustainable income.Understand Your Financial Picture Without a clear view of your finances, you can’t make informed choices. Dan stresses the power of financial literacy.Navigate Social Security With Wisdom Timing is everything. Dan breaks down why claiming too early (or too late) can impact your long-term financial health.Make Taxes Work For You, Not Against You Tax-efficient planning is more important than just picking the “best” investments. Dan dives into strategies that minimize your tax burden in retirement.To Have a Bigger Future, Make Today Matter Your future depends on what you do now. Dan encourages listeners to start early, stay proactive, and make smart moves today.Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All indices are unmanaged and may not be invested into directly.Investing involves risk, including loss of principal. Diversification does not guarantee a profit or protect against a loss in declining markets. Each client’s portfolio strategy is tailored based on their individual goals, risk tolerance, and time horizon, and may not be suitable for all investors. Kamie Roesler is not affiliated with, employed by, or compensated by Fortress Financial Group. Her participation in this video series is entirely voluntary, and she has not received any form of payment or other inducement for her involvement. The viewpoints and opinions expressed by Kamie Roesler are solely her own and do not necessarily reflect those of Fortress Financial Group.

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