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.
Wealth Management, Law, and Life with David Hollander
In this episode of The Clear Cut, host Claire Hollander welcomes her father and mentor, David Hollander, an entrepreneur, lawyer, and investment advisor representative. David shares the journey from his initial aspirations in entertainment law to founding Liberty Group, where he and his team innovatively combine financial services, legal advice, and tax planning under one roof. Alongside his professional achievements, David’s passion for car racing and his approach to a balanced lifestyle offer unique insights into managing both personal and professional life. Dive into this discussion to discover the crucial blend of discipline and innovation in the complex world of wealth management and beyond.Â