On this episode of the Retirement Matters Show, we have something exciting in store for you! Dale plays a few clips and speaks around a podcast recorded a couple weeks ago where he had the honor of speaking with a very influential individual in the retirement income planning space, Tom Hegna- a retirement expert, author and speaker. (We will launch that full podcast soon). Tom breaks down 5 steps in detail from his book Don't worry, Retire Happy and Dale summarizes those steps today to make it easy to understand. Our goal is to simplify the complex in everything we do and we hope we can do that for you if you are in need of retirement income planning.
Don't worry, Retire happy is a best selling book and a staple read that would be beneficial if you're close to retirement age!
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.
