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.
Introducing The Clear Cut
Welcome to the debut episode of The Clear Cut with Claire Hollander! Dive into a mix of personal growth and professional insights as Claire, a wealth advisor at Liberty Group, shares her unique journey. From her early involvement in her family’s wealth management firm, through a segue into the wine industry, and her return to the finance world, Claire’s experiences shape her holistic approach to wealth management.
In this premiere episode, Claire discusses the importance of considering retirement planning and life aspirations early on, setting the stage for future episodes that delve into personal finance, mental wellness, career development, and life balance with guests from all walks of life.
Are you contemplating a career shift, aiming to boost your financial wellness, or intrigued by the idea of a more fulfilling life? This episode offers the insights and inspiration you need to embark on your path to clarity and fulfillment. Subscribe and join us on this enlightening journey with The Clear Cut.