May 14, 2021
Knowing your financial goals and how to reach them are some of the basic concepts for planning a happy and healthy retirement. And while it might not be at the top of your list now, having a financial plan is what sets you up for success later (so that you can live by your standards).
And if you don’t have any goals or a plan in place, simply ‘hoping’ for a fulfilling retirement won’t get you there. In fact, it works the opposite end.
In this episode, I discuss your most successful financial plan for a stress-free retirement (without penny-pinching or running out too early).
Show Highlights Include:
To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.