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Podcast: The Wise Money Showâ„¢
Episode: How Financial Planners Prepare for Retirement 5 Years Out
Description: The last few years before retirement are some of the most important in your financial life—not just for getting the numbers right but for envisioning what you want your next chapter to look like. In this episode, we are discussing what we, as CERTIFIED FINANCIAL PLANNERSâ„¢, would be focusing on if we were retiring in 5 years. From investment strategy and tax planning to income needs and lifestyle goals, this episode covers the key decisions that can set you up for long-term success.Â
Season 10, Episode 40
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERSâ„¢: https...