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.
The Power of Perseverance and Behavioral Finance with Tracy Tamura
In this episode of The Clear Cut with Claire Hollander, we dive into the inspiring career journey of Tracy Tamura, Director of Sales at Liberty Wealth Management. From her entrepreneurial roots to a career in the insurance industry, Tracy shares her passion for life insurance as a financial cornerstone and her innovative approach to integrating behavioral finance into her work. We explore her diverse background, from nonprofit work to earning financial designations, and learn how psychology and finance intersect to create meaningful client relationships. Tune in for insights on perseverance, leadership, and transforming financial planning through deeper understanding.
