• Retirement Planning Do's & Don'ts

  • Apr 30 2024
  • Length: 20 mins
  • Podcast

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Retirement Planning Do's & Don'ts

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  • Summary

  • 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
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