In this episode of The Retirement Matters show, Dale discusses how there are multiple different tools you should be using to achieve your retirement success. He uses a golfing analogy to explain exactly how using the right tools in your retirement journey can be extremely important and If you're not using the right tool, the chance of success is very slim.
The backend of retirement is extremely specialized to what you need and that 5 years or fewer away from retirement should be a place where you're working with a retirement specialist who is well equipped with the right tools to build the retirement income you need. Liken that to golf, determining which club to use depending on where you are on the course determines your success in the game.
We would love to help you be your Master in retirement income- when you are on the proverbial green or you are in a green side bunker, and you've found that you're just not right where you want to be- needing a way out- we can help you understand the path forward. We are masters with the sand wedge and the putter when it comes to retirement income.
A worry free retirement is something everyone can achieve. We want to show you how.
If you have questions or looking for guidance give our team a call at 270-600-PLAN!
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Always remember to Save Money, Plan Well and Live Happy in retirement.
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.