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Innhold levert av Jacob Duke, CFP® and Jacob Duke. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jacob Duke, CFP® and Jacob Duke eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Retirement Planning Do's & Don'ts

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Manage episode 415471928 series 3436785
Innhold levert av Jacob Duke, CFP® and Jacob Duke. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jacob Duke, CFP® and Jacob Duke eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

There are lots of opinions and ideas around how to properly plan for and live out a successful retirement.

Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.

Topics covered:
- How to invest in retirement
- How you can trust your plan
- Why you should be proactive instead of reactive
- Understanding Social Security
- Talking to others who have already retired

A big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.

Want help with your retirement plan?👇🏼

☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob@rivertreewealth.com
Website: www.rivertreewealth.com

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

  continue reading

71 episoder

Artwork
iconDel
 
Manage episode 415471928 series 3436785
Innhold levert av Jacob Duke, CFP® and Jacob Duke. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jacob Duke, CFP® and Jacob Duke eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

There are lots of opinions and ideas around how to properly plan for and live out a successful retirement.

Today, I'mis sharing 8 do's & don'ts of retirement planning that I often run into when talking with prospective clients.

Topics covered:
- How to invest in retirement
- How you can trust your plan
- Why you should be proactive instead of reactive
- Understanding Social Security
- Talking to others who have already retired

A big part of having a successful retirement is knowing what pitfalls to look out for. Hopefully, this helps you on your retirement journey.

Want help with your retirement plan?👇🏼

☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob@rivertreewealth.com
Website: www.rivertreewealth.com

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

  continue reading

71 episoder

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