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EPISODE · Oct 21, 2019 · 10 MIN

How to plan for retirement

from Smart Money

People think they need a lot of money to retire. While money is important, it’s not everything. You can have a comfortable retirement when you understand your expenses – that means understanding how much you’ll need on a month-to-month basis. Host Katy Lepine talks with Retirement Planner, Jeanie Shih. Jeanie specializes in retirement income planning and has 40 years of experience in finance. She offers advice on estate planning and how you can retire on your own timeline. In this episode, you’ll discover, 1: When is the best time to retire. 2: Retiring with debt. 3: Common mistakes people make when they retire. 4: Five things you can do to start planning for your retirement.Our mission​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group. Hosted on Acast. See acast.com/privacy for more information.

People think they need a lot of money to retire. While money is important, it’s not everything. You can have a comfortable retirement when you understand your expenses – that means understanding how much you’ll need on a month-to-month basis. Host Katy Lepine talks with Retirement Planner, Jeanie Shih. Jeanie specializes in retirement income planning and has 40 years of experience in finance. She offers advice on estate planning and how you can retire on your own timeline. In this episode, you’ll discover, 1: When is the best time to retire. 2: Retiring with debt. 3: Common mistakes people make when they retire. 4: Five things you can do to start planning for your retirement.Our mission​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group. Hosted on Acast. See acast.com/privacy for more information.

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How to plan for retirement

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This episode was published on October 21, 2019.

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People think they need a lot of money to retire. While money is important, it’s not everything. You can have a comfortable retirement when you understand your expenses – that means understanding how much you’ll need on a month-to-month basis. Host...

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