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How to plan for retirement

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Manage episode 244816188 series 1233602
内容由Gulf & Fraser提供。所有播客内容(包括剧集、图形和播客描述)均由 Gulf & Fraser 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

People think they need a lot of money to retire. While money is important, it’s not everything. You can have a comfortable retirement when you understand your expenses – that means understanding how much you’ll need on a month-to-month basis. Host Katy Lepine talks with Retirement Planner, Jeanie Shih. Jeanie specializes in retirement income planning and has 40 years of experience in finance. She offers advice on estate planning and how you can retire on your own timeline. In this episode, you’ll discover, 1: When is the best time to retire. 2: Retiring with debt. 3: Common mistakes people make when they retire. 4: Five things you can do to start planning for your retirement.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26集单集

Artwork
icon分享
 
Manage episode 244816188 series 1233602
内容由Gulf & Fraser提供。所有播客内容(包括剧集、图形和播客描述)均由 Gulf & Fraser 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

People think they need a lot of money to retire. While money is important, it’s not everything. You can have a comfortable retirement when you understand your expenses – that means understanding how much you’ll need on a month-to-month basis. Host Katy Lepine talks with Retirement Planner, Jeanie Shih. Jeanie specializes in retirement income planning and has 40 years of experience in finance. She offers advice on estate planning and how you can retire on your own timeline. In this episode, you’ll discover, 1: When is the best time to retire. 2: Retiring with debt. 3: Common mistakes people make when they retire. 4: Five things you can do to start planning for your retirement.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26集单集

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