EPISODE · Dec 11, 2023 · 20 MIN
How to Have More Purpose With Your Wealth in Retirement [Episode 13]
from Joe Knows Retirement · host Joe Schmitz Jr.
Retirement is a time of transition, and in that transition, you may not know what to do with all the wealth you've accumulated over the past 30 to 40 years. In this episode of Joe Knows Retirement, Joe shares some of the questions he asks clients to help them figure out how to use their money after they retire. He stresses the importance of figuring out what gives you purpose in life and letting that guide your spending, saving, and giving habits. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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How to Have More Purpose With Your Wealth in Retirement [Episode 13]
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