Ask This Question BEFORE You Retire episode artwork

EPISODE · Oct 23, 2024 · 10 MIN

Ask This Question BEFORE You Retire

from Retirement Answers · host Jacob Duke, CFP®

Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first?These are all important questions, but the personal and emotional side of retirement often gets overlooked because the financial questions are top of mind. I encourage you to ask yourself, "What are you retiring to?" You know what you are retiring from, but having a game plan for what you are going to do in retirement is crucial so you don't end up lonely, sad, and hating what is supposed to be a wonderful period of life.———————————————————————————Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first?These are all important questions, but the personal and emotional side of retirement often gets overlooked because the financial questions are top of mind. I encourage you to ask yourself, "What are you retiring to?" You know what you are retiring from, but having a game plan for what you are going to do in retirement is crucial so you don't end up lonely, sad, and hating what is supposed to be a wonderful period of life.———————————————————————————Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

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Ask This Question BEFORE You Retire

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This episode is 10 minutes long.

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This episode was published on October 23, 2024.

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Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first?These are all important questions, but the personal and emotional side of retirement often...

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