Ep. 196 - Pre-Planning Checklist
Jan 29, 2024•45 min
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Episode description
In this episode of the Retirement Education Hour, Kirk Cassidy and Dr. Paul Metler discuss what you need to be thinking about BEFORE you begin planning for retirement. Questions you should ask include: What are your goals? What's your vision? What's your timeline? What are your resources? And what risks should you be planning for?
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