📅 Are you ready to retire with freedom? Schedule a discovery call: https://askfreedomfinancial.com/schedule-a-call/?utm_source=Hero
Today’s conversation centers on one of the biggest questions pre-retirees face: Where do I actually stand? Tad, Toni, and Tyler walk through the most common scenarios they see, why so many people underestimate their expenses, and how early planning creates more flexibility and peace of mind. From income gaps to lifestyle goals to tax and legacy concerns, the Hills outline what it takes to truly know you’re ready- and what steps to take next.
Here’s what we discuss in today’s show:
📍 Know Your Spending: Why most people misjudge spending by 30%
🧭 Retirement Readiness: The three common mindsets people bring into the planning process
🏖️ Lifestyle Planning: Define what retirement actually looks like before planning numbers
📊 More Time = More Options: Planning 5–10 years out creates flexibility
🛡️ For High-Net-Worth Savers: Tax planning, LTC strategies, and risk management matter
Resources:
✨ We can assist you on your journey to financial freedom: https://www.askfreedomfinancial.com/
📞 Phone: 205.988.0006
📅 Schedule a Discovery Call: https://askfreedomfinancial.com/contact/?utm_source=Hero
🎓Attend a Course: https://askfreedomfinancial.com/attend-an-event/?utm_source=Hero
🎥Watch the Podcast on YouTube: https://www.youtube.com/playlist?list=PLEcHKcOSu6_m7cG9adV8xHTXLtH5g9M9t
