Retirement Planning Do's & Don'ts - podcast episode cover

Retirement Planning Do's & Don'ts

Apr 30, 2024ā€¢20 minā€¢Ep 69ā€¢Transcript available on Metacast
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Episode description

There are lots of opinions and ideas around how to properly plan for and live out a successful retirement.

Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.

Topics covered:
- How to invest in retirement
- How you can trust your plan
- Why you should be proactive instead of reactive
- Understanding Social Security
- Talking to others who have already retired

A big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.

Want help with your retirement plan?šŸ‘‡šŸ¼

ā˜Žļø Book a call with me: https://calendly.com/jacobduke/intro
āœ‰ļø Email me: jacob@rivertreewealth.com
Website: www.rivertreewealth.com

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