EPISODE · Aug 20, 2026 · 10 MIN
Is Your Retirement Plan Going the Right Way?
from The Happy Retirement Show with Victor Gray and Colin Hurst · host Victor Gray, RICP® and Colin Hurst, CFP®
📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/Is your current strategy actually taking you where you want to go? Having investments does not automatically mean you have a complete retirement plan. Today, Colin and Victor explain why retirement planning should begin with the destination, not simply the financial road you happen to be on today. They introduce the five areas that make up their ROUTE framework and show how one decision can affect income, taxes, healthcare, and legacy planning. Here’s some of what we discuss in this episode:❓ Right Questions: Goals should guide every financial decision🧭 Holistic Planning: Five connected areas shape retirement success💵 Optimized Income: Coordinate assets, pensions, and Social Security🏥 Unplanned Health Costs: Prepare for unexpected retirement care costs📜 Estate Planning: Define what happens to remaining assets🔗 Connected Decisions: One choice can affect several planning areas___________________________________________Connect with Gray Hurst Wealth Advisors📌 Our website: https://ghwealthadvisors.com/📞Phone: (513) 984-5999🗓 Schedule your no-cost consultation: https://ghwealthadvisors.com/contact-us/📚 Check out our other no-cost financial resources here: https://ghwealthadvisors.com/#🎥Check us out on YouTube: https://www.youtube.com/channel/UCXCpq47Qa73uQZyYu4fcCAw📌 Follow Us on Social Media📍Facebook: https://www.facebook.com/TeamVictorGray📍LinkedIn: https://www.linkedin.com/in/colinjhurst/
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📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/ Is your current strategy actually taking you where you want to go? Having investments does not automatically mean you have a complete retirement plan. Today, Colin and Victor explain why retirement planning should begin with the destination, not simply the financial road you happen to be on today. They introduce the five areas that make up their ROUTE framework and sh...
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Is Your Retirement Plan Going the Right Way?
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