Equipping Points:
As the landscape of retirement evolves, so do the questions and concerns of those nearing this pivotal stage in life. This episode addresses listener inquiries that reflect the real-life dilemmas many face as they approach retirement.
Join us as we answer questions about the challenges of downsizing, the emotional aspects of planning for family gatherings, and the realities of transitioning into a financial advisory career. Whether you’re a grandparent considering a new home or a professional seeking a career change, this episode will hopefully cover something that might impact your retirement.
Here’s some of what we discuss in this episode:
- Is upsizing in retirement to accommodate family gatherings a crazy idea?
- What advice would Eric give to someone thinking about becoming a financial advisor?
- What should business owners focus on if they haven’t been saving in a 401k or retirement account?
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
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