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.
Five Tricks, Not Treats, Financial Advisors May Use to Dupe You
If you’ve wondered about bad investments, excessive fees, or getting duped by fraudsters, this Halloween show is for you as we uncover five some of the top tricks that cybercriminals, financial advisors, and financial institutions use to dupe unknowing investors into making bad decisions with their finances. Some may even be unknowingly participating in these.
You can send your questions to questions@pyaradio.com for a chance to be answered on the air.