Financial fulfillment in retirement

From football player to Certified Financial Planner to podcaster, Joe Allaria is passionate about educating his clients and his listeners.He spoke to us about the 3 levels of financial retirement.Level one: Survival - Can I pay my bills when I retire? Typically, people that have this fear have not worked with a financial planner and are simply guessing at their financial state.Level two: Survival plus - I can pay my bills, maybe take a trip or two, contribute to a charity of my choice.Level three: True retirement fulfillment - this is where you begin to think about all that is possible now that you are not working.He answered a lot of our questions about how to approach retirement planning, reviewing you goals and desires. Joe shared a resource with us called:10 Questions to ask before hiring a financial advisor. You can find it here. Financial Guides | CarsonAllaria Wealth | Glen Carbon, ILIf you'd like to hear more Hey, Boomer episodes, please subscribe on Apple Podcast, Stitcher , GooglePodcast. or SpotifyFollow Hey, Boomer on Facebook and YouTube and LinkedIn.You can email me with questions or comments at [email protected]–Wendy Green is a Certified Life Coach, working with people going through thesometimes uncomfortable life transition from full-time work to “what’s next.”Find out more about Wendy’s 6-week “What’s Next Transition” Coaching workshop–You can find Joe's podcast at retirementpowerhourpodcast.com