What Happens If You Have Too Much Money in Retirement?

Are you working with a financial advisor but still feel lost about your financial goals? In this episode of The Wealth Cafe, guest Caroline Tanis breaks down what a true comprehensive financial plan should look like and what most people (and advisors!) often miss.Caroline shares powerful insights on:The difference between simple portfolio reviews and real financial planningHow goal setting & intentionality can transform your money decisionsWhy cash flow, taxes, estate planning, and risk management are just as important as investmentsKey questions to ask yourself (and your advisor) to make sure you actually have a written, actionable financial planThe importance of updating your plan as your life changesWhether you're earning well but don't know where your money is going, or you want to ensure your investments are truly aligned with your dreams (before and after retirement), this episode will give you the clarity and resources you need for a confident financial future.☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!🔍INSTAGRAM:  /  / https://www.instagram.com/tanisfingroup/  LINKEDIN:  /  / https://www.linkedin.com/in/caroline-tanis/ YOUTUBE:  /  / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w BLOG:  /  / https://tanisfingroup.com/blog/ ------------🔗CONNECTWebsite: https://tanisfingroup.com/  Email: [email protected]