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内容由Jacob Duke, CFP® and Jacob Duke提供。所有播客内容(包括剧集、图形和播客描述)均由 Jacob Duke, CFP® and Jacob Duke 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Ask This Question BEFORE You Retire

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Manage episode 446485901 series 3436785
内容由Jacob Duke, CFP® and Jacob Duke提供。所有播客内容(包括剧集、图形和播客描述)均由 Jacob Duke, CFP® and Jacob Duke 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first?

These are all important questions, but the personal and emotional side of retirement often gets overlooked because the financial questions are top of mind.

I encourage you to ask yourself, "What are you retiring to?" You know what you are retiring from, but having a game plan for what you are going to do in retirement is crucial so you don't end up lonely, sad, and hating what is supposed to be a wonderful period of life.

———————————————————————————

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

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Manage episode 446485901 series 3436785
内容由Jacob Duke, CFP® and Jacob Duke提供。所有播客内容(包括剧集、图形和播客描述)均由 Jacob Duke, CFP® and Jacob Duke 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first?

These are all important questions, but the personal and emotional side of retirement often gets overlooked because the financial questions are top of mind.

I encourage you to ask yourself, "What are you retiring to?" You know what you are retiring from, but having a game plan for what you are going to do in retirement is crucial so you don't end up lonely, sad, and hating what is supposed to be a wonderful period of life.

———————————————————————————

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

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