🔑 Have you planned for the emotional and social aspects of retirement? In this insightful episode, Tom Fitzgerald chats with executive coach Eileen Woodford about the importance of preparing for this significant life transition. Discover how to set a new purpose, build strong relationships, and avoid the pitfalls that can come with retirement. Your future self will thank you for taking these crucial steps now! Watch in full: https://lnkd.in/ecaxbAPc
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Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration. You can listen to the full clip here: https://lnkd.in/gWwUDHKe
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Co-Managing Partner/Financial Advisor🔹Host of The Money Drill TV Show🔹Financial Planning | Retirement Income Strategies & Social Security Optimization | Tax-Efficient Strategies | Healthcare | Legacy
We believe in taking the time to truly understand what drives you, what excites you, and what future you envision for your retirement. By 𝗹𝗶𝘀𝘁𝗲𝗻𝗶𝗻𝗴 𝗰𝗹𝗼𝘀𝗲𝗹𝘆 to your goals and passions, we craft a comprehensive strategy that not only protects your wealth but also nurtures your dreams! Whether you're dreaming of a comfortable retirement, funding your passions, or leaving a lasting legacy, we're here to 𝗲𝗺𝗽𝗼𝘄𝗲𝗿 𝘆𝗼𝘂 𝗲𝘃𝗲𝗿𝘆 𝘀𝘁𝗲𝗽 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗮𝘆. 🪜 Find more information on 𝙏𝙝𝙚 𝙈𝙤𝙣𝙚𝙮 𝘿𝙧𝙞𝙡𝙡 episode, "𝗧𝗵𝗲 𝟮 𝗣𝗵𝗮𝘀𝗲𝘀 𝗼𝗳 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 𝗔𝗰𝗰𝘂𝗺𝘂𝗹𝗮𝘁𝗶𝗼𝗻 & 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻." 𝗖𝗮𝗹𝗹 𝘂𝘀 𝗮𝘁 𝟰𝟬𝟵-𝟵𝟬𝟴-𝟰𝟭𝟲𝟬 𝘁𝗼𝗱𝗮𝘆! ☎️ #financialeducation #financialadvisor #retirementplanning
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I help busy executives with strategies to build wealth, pay fewer taxes and crush retirement | Company Stock Planning | Retirement Planning
What does a champagne tower have to do with retirement? Swipe Right On Retirement: What You Can Do Now- Time for episode two! In this episode, Kelly and Derek break down the current state of retirement for Millennials. We discuss: ➡️ What to do with an old 401k plan, ➡️ Social security, ➡️ Getting the basics done first, ➡️ retirement income planning and ... ➡️ T-Ball Get ready to level up your financial game, secure your future, and design the retirement of your dreams. Remember, it's never too early (or too late) to start planning for your retirement. Check out the links below in the comments. —————————————————————- I’m Derek, a Certified Financial Planner (CFP®)… I talk about uncommon financial strategies with a focus on helping you retire well.
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CFP™ Professional | Fee-Only Financial, Retirement & Tax Planner | President of Aspen Wealth Management
Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration. You can listen to the full clip here: https://lnkd.in/g-QxKHQV
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Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration. You can listen to the full clip here: https://lnkd.in/gF3G4g4j
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Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration. You can listen to the full clip here: https://lnkd.in/gvugWeGF
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Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration. You can listen to the full clip here: https://lnkd.in/ghSF5iY4
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Deciding on your home in retirement is challenging. Do I relocate, downsize, or stay put? In our latest episode of "Purposeful Planning," we outline some of the pros and cons for each consideration. You can listen to the full clip here: https://lnkd.in/g6EbbVDk
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Author 'How to have an Epic Retirement', Retirement Course Creator, Speaker, Columnist SMH/Age, Host of “Prime Time with Bec Wilson” podcast; Co-founder Agebetter; Entrepreneur; GAICD
What are the 9 golden rules of investing for retirement? This week on the Prime Time podcast I chat with Adviser Jamie Nemstas who is also author of “The Golden Years” about all of them. Have a listen What are your golden rules? I’m sure we can expand these out! 🎧 https://lnkd.in/gThkYpim Wattle Partners | Retirement Wealth Specialists
