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 missionWe 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.
What this episode covers
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 missionWe 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.
NOW PLAYING
How to plan for retirement
No transcript for this episode yet
Similar Episodes
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m
Nov 12, 2025 ·35m
Oct 17, 2025 ·40m