Wealth Management & Financial Planning

Wealth Management & Financial Planning

Seven Signs your retirement is OFF track! Episode 1403

Consider This Program with Aaron Rheaume, CKA, and Grant Soliven, AIF.
In this segment we will cover:

Coming to the end of your working career can be both exciting and terrifying. How are you going to replace your standard of living without a paycheck? Have you really saved enough to retire? Find out the 7 reassuring signs your retirement is on track on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking Points:
1. No Budget insight
2. Not managing Debt
3. Investment Allocation doesn’t match your goals
4. Didn’t factor in health care.
5. Tax preparing only
6. Old or no Estate Plan
7. How will you spend your time?
Resources –
• “Why you need a retirement budget”, article by Joe Clark, CFP Why You Need A Retirement Budget – The Financial Enhancement Group https://yourlifeafterwork.com/why-you-need-a-retirement-budget

• “Paying off Debt vs Saving” episode of Consider This Program Paying Off Debt vs Saving – Episode 1081 – The Financial Enhancement Group https://yourlifeafterwork.com/paying-off-debt-vs-saving-episode-1081

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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