Racing to Retirement - Retirement Income Planning Workbook
Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.
This workbook covers:
Visualizing your retirement by uncovering your goals and dreams for your retirement life.
Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.
Discipline, Diagnostics, and the Heart of Financial Planning with Matthew del Junco
In this episode of The Clear Cut with Claire Hollander, we sit down with Matthew del Junco, Director of Financial Planning and Senior Wealth Advisor II at Liberty Wealth Management. LLC., to explore the mindset and meaning behind true financial wellness. Matthew shares how his athletic background as an NCAA gymnastics champion shaped his approach to teamwork and resilience, and how he brings that same focus to guiding clients through some of life’s most important financial decisions.
We discuss what makes a financial plan comprehensive, how procrastination can quietly erode your financial future, and why building trust goes far beyond investment returns. From legacy conversations to handling volatility with grace, Matthew reveals the value of reflection, intention, and listening—both in life and in leadership.
