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Ask This Question BEFORE You Retire
Manage episode 446485901 series 3436785
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.
85 episodios
Manage episode 446485901 series 3436785
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.
85 episodios
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