Retirement Planning Do's & Don'ts episode artwork

EPISODE · Apr 30, 2024 · 20 MIN

Retirement Planning Do's & Don'ts

from Retirement Answers · host Jacob Duke, CFP®

There are lots of opinions and ideas around how to properly plan for and live out a successful retirement. Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.Topics covered:- How to invest in retirement- How you can trust your plan- Why you should be proactive instead of reactive- Understanding Social Security- Talking to others who have already retiredA big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.Want help with your retirement plan?👇🏼☎️ Book a call with me: https://calendly.com/jacobduke/intro✉️ Email me: [email protected]: www.rivertreewealth.com#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

There are lots of opinions and ideas around how to properly plan for and live out a successful retirement. Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.Topics covered:- How to invest in retirement- How you can trust your plan- Why you should be proactive instead of reactive- Understanding Social Security- Talking to others who have already retiredA big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.Want help with your retirement plan?👇🏼☎️ Book a call with me: https://calendly.com/jacobduke/intro✉️ Email me: [email protected]: www.rivertreewealth.com#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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Retirement Planning Do's & Don'ts

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How long is this episode of Retirement Answers?

This episode is 20 minutes long.

When was this Retirement Answers episode published?

This episode was published on April 30, 2024.

What is this episode about?

There are lots of opinions and ideas around how to properly plan for and live out a successful retirement. Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.Topics covered:- How...

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