Welcome to "The Perfect Retirement Plan?" episode artwork

EPISODE · Jan 3, 2025 · 7 MIN

Welcome to "The Perfect Retirement Plan?"

from The Perfect Retirement Plan? · host Phillip Smith

Welcome to "The Perfect Retirement Plan?" the podcast that wades into the idea that "perfect" is a matter of perspective when it comes to successful retirement.This is intended as an audio retirement planning guide to money management, pursuit of long-term financial growth, and creating an adaptive strategy tailored to your unique and evolving journey. My goal in each episode In every episode is to share concise, actionable insights that help you plan a retirement of purpose, resilience, and confidence. The series is aimed at late-career professionals nearing retirement, who are seeking guidance on how to retire well, and how to avoid common mistakes.Thanks for tuning in to this episode of The Perfect Retirement Plan, and remember: it's not about having the smartest financial advisor, the most money saved, or the highest probability of retirement success. The perfect retirement plan, for you – is the one you act on.Phillip Smith, CRPC AIF |  Financial PlannerTidepool Wealth Strategies450 Country Club Road, Suite 350 | Eugene, OR | 97401____________________________________________________________________________________________Additional Disclosures: The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. 

Episode metadata supplied by the publisher feed · Published Jan 3, 2025

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Welcome to "The Perfect Retirement Plan?" the podcast that wades into the idea that "perfect" is a matter of perspective when it comes to successful retirement. This is intended as an audio retirement planning guide to money management, pursuit of long-term financial growth, and creating an adaptive strategy tailored to your unique and evolving journey. My goal in each episode In every episode is to share concise, actionable insights that help you plan a retirement of purpose, resilience, an...

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This episode was published on January 3, 2025.

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