Retirement Success Made Simple

14/08/2024 52 min Episodio 97
Retirement Success Made Simple

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Episode Synopsis


Are you truly ready for retirement, or are you headed for a retirement disaster?In this episode, April Schoen and Matthew Wallat share their insights on creating a comprehensive retirement plan to avoid common pitfalls and ensure a worry-free retirement.In this episode, you'll discover…The surprising similarity between an adventurous trip and retirement planningThe crucial step that brings relief and excitement to clients nearing retirementHow to adjust your investment strategy as you approach your golden yearsThe key to unlocking a successful retirement through systematic savingThe often-overlooked aspects of retirement planning that could derail your dreams