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.
Work-Life Balance: Nelson Rodriguez on Navigating Career and Family
In this episode of The Clear Cut with Claire Hollander, we sit down with Nelson Rodriguez, Client Service Team Manager at Liberty Group. With an impressive 18-year career in the financial industry, Nelson brings experience and a unique perspective on balancing professional responsibilities with personal passions. From his early days at Disneyland and Nordstrom to his current role at Liberty Group, Nelson shares insights into work-life balance, the importance of clear communication with clients, and how his hobbies—like drumming and collecting vinyl—help him maintain equilibrium in his life. We also get Nelson’s top restaurant recommendations across Orange County, Los Angeles, and San Diego, making this episode a perfect blend of professional advice and personal enjoyment. Tune in to learn from Nelson’s inspiring journey and pick up tips for your own financial wellness and life balance.Â