Ep. 32 Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement episode artwork

EPISODE · Jul 11, 2024 · 9 MIN

Ep. 32 Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement

from Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) · host Michael Garry & Madison DeMora

Send us Fan MailMadison and Mike discuss the key decisions to be made before and during retirement, emphasizing the importance of maintaining strong relationships, planning for uncertainties, and creating a retirement budget. They also underscore the need to prioritize physical and mental health, and to have essential legal documents in place. Lastly, they highlighted the importance of finding a balance between relaxation and staying active in strengthening relationships with family and friends.

Episode metadata supplied by the publisher feed · Published Jul 11, 2024

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Ep. 32 Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement

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This episode was published on July 11, 2024.

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