Ep 10: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

By |2022-09-22T14:29:51+00:00September 22nd, 2022|Podcast|Comments Off on Ep 10: Can’t Get No Satisfaction… Or Can You?

Ep 6: Retirement Pop Quiz

Let's play along with a multiple choice retirement quiz. See how you fair and listen as Marsha breaks down some of the answers.

By |2022-08-26T21:48:25+00:00July 7th, 2022|Podcast|Comments Off on Ep 6: Retirement Pop Quiz

Ep 5: What To Do As You Count Down The Days To Retirement

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From focusing on your health to thinking about a post-retirement career, which of these should you get started on?

By |2022-08-26T21:48:25+00:00June 16th, 2022|Podcast|Comments Off on Ep 5: What To Do As You Count Down The Days To Retirement

Ep 4: Tax Planning for Retirement

Most people assume tax planning is only done in April, but tax planning for the long-term impact of taxes on your retirement is just as important. On today's episode, we'll explore tax planning for retirement.

By |2022-08-26T21:48:25+00:00June 9th, 2022|Podcast|Comments Off on Ep 4: Tax Planning for Retirement
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