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.
Rethinking Debt and Investing: A Clearer Path to Financial Confidence
This episode of The Clear Cut continues the journey through Claire Hollander’s book, A Clear Path Forward, focusing on tackling debt and exploring intentional investing. Claire offers insights into managing common forms of debt, adjusting spending habits, and approaching investment decisions with clarity. She also discusses how generational perspectives on money are evolving and introduces ideas like diversification and values-based investing. This conversation is designed to help you reflect on your current approach and explore what might align better with your goals.
