Keen On Retirement

Most of the clients I work with that are on the glide slope to retirement are relatively well-prepared. Even so, many have a lingering feeling that they’d like to save a bit more before their retirement party. When you think about your future retirement, are you excited and confident? Or do you feel uncertain and stressed? If you’re looking to save a bit more before you stop working to give you greater confidence, start by taking these six steps.

Our guest today is Mark Wolf. Mark has been a close personal friend of mine for nearly 20 years. He also has a long history in the travel industry, and he is an expert on cruising.

In today’s show, we take you behind the curtain and discuss our financial planning process. You’ll learn what goes into a plan, how numbers are calculated, and how they are personalized for each of our clients.

Few people would argue with the idea that a college education is one of the best investments you can make. But who should pay for that education? Mom and dad? The student? The government through our taxes? Some combination?

Having a vision is a powerful tool for achieving great things in life and for guiding how you spend your time in retirement.

In today’s show, I’m joined by estate planning attorney Jason Salinardi and we discuss how to make sure your assets and life wishes are handled exactly as you desire in the event of your incapacitation or death.