Keen On Retirement

Without a blueprint, you can’t build a house. And without a map, you wouldn’t set off on a road trip. The same rule goes for retirement planning. When it comes to such a big milestone in life, you need a financial roadmap that navigates you from point A to point B.

Should you delay taking social security payments? When you’re retired, should you still try to “save” money each month and put it in a bank account just like you did before you retired? Those are just a couple of the questions we address in today’s show that were prompted from what our clients are asking us.

My desire to become a financial advisor started at the age of 10. I know that sounds young, but I remember clearly the catalyst for this passion. I was sitting with my dad in his apartment waiting for the unemployment check to arrive in the mailbox. While I was too young to understand financial insecurity, I did see the stress, strain, and anxiety it caused my father. This caused me stress, strain, and anxiety too.

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?

In today’s show, we discuss how to spot and avoid getting scammed by fraudsters who use the phone and email to try to get you to part with your hard-earned money.