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.
Understanding Your Social Security Benefits
In this episode of Protect Your Assets, The Sandman discusses how to prepare for a comfortable retirement. Through the story of a client named Mark, David highlights the importance of comprehensive financial planning, addressing concerns about savings, healthcare costs, and long-term care. Learn practical steps to help make sure your retirement plans stay on track and avoid common financial pitfalls. Tune in for advice on navigating the complexities of retirement planning.Â
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You can send your questions to questions@pyaradio.com for a chance to be answered on air. Â