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Managing Retirement Before It Comes (6/29/2024)
Manage episode 426616249 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容（包括剧集、图形和播客描述）均由 Alec Kelso and The Real Money Pros 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。
Jeremiah and Nic explore crucial aspects of financial planning and retirement readiness. We emphasized the necessity of open dialogue about money matters and ensuring that financial decisions align with personal goals and needs. Our discussion covered diverse income sources for retirement, managing expenses within budget constraints, and addressing the emotional aspects of transitioning into retirement. We also delved into the pivotal role of financial advisors in guiding clients through financial behaviors, risk management strategies, and estate planning. We stressed the importance of categorizing expenses into essentials, wants, and wishes in retirement planning, prioritizing non-negotiable needs such as healthcare and utilities.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Jeremiah Bates, Financial Advisor
Nic Daniels, Financial Advisor
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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