Retirement is a huge milestone, often filled with both excitement and apprehension. It's a time filled with questions and logistical challenges. When can I retire? How much do I need to have saved? How much can I spend? There are tons of moving parts to this process, and without the help of a professional, the process can feel very overwhelming.
Listen in as Toni and Tyler stress the importance of having a plan that accounts for longevity, healthcare costs, legacy, taxes, and more. They’ll also explain why adaptability is such an important part of a financial plan.
If you're feeling overwhelmed, we encourage you to reach out to us so that you can retire with confidence!
Here’s what we discuss in today’s show:
Key Takeaway
“The whole point of a retirement plan is its adaptability.”
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
