EPISODE · Feb 28, 2024 · 19 MIN
Ep #112 - Retirement Balancing Act: Spending Now vs. Saving For Later
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
People work hard to save for retirement. Then they retire and – the balancing act begins. Do they value preserving assets throughout retirement? If so, they might hold fast to their saving habits and continue to be frugal. Others may value their freedom of time and want to enjoy experiences by spending, spending, spending! But what if someone values both? Listen to Ben and Adam share how they help their clients navigate the emotions around spending in retirement.Tracking # T007031Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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People work hard to save for retirement. Then they retire and – the balancing act begins. Do they value preserving assets throughout retirement? If so, they might hold fast to their saving habits and continue to be frugal. Others may value their freedom of time and want to enjoy experiences by spending, spending, spending! But what if someone values both? Listen to Ben and Adam share how they help their clients navigate the emotions around spending in retirement. Tracking # T007031 Thanks fo...
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Ep #112 - Retirement Balancing Act: Spending Now vs. Saving For Later
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