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Introducing the Ready to Retire Podcast

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Manage episode 337162689 series 3379690
Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are you Ready to Retire? Have you saved enough? At what age should you retire?

These and many more questions are probably swirling around in your head any time you look at your investment accounts or think about your 401k, pension, or social security. Or maybe you’re just tired of working and wondering when you’ll be able to quit confidently!

With Danette Lowe, CFP®, and her 20 years of experience in retirement planning, you’ll hear real stories, learn more about how to plan for an epic retirement successfully, and hear actionable advice to help you peacefully navigate the transition from working and saving to freedom and spending.

Every two weeks, you’ll hear fresh perspectives, gain access to helpful retirement workbooks, calculators, and other resources, plus learn what it might be like to work with a financial advisor who values love, joy, and integrity above all.

Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet: https://www.trunorthwealth.com/newsletter-signup

What’s included: 3 Steps to Planning an EPIC Retirement

Step 1: How will You Spend Your Time?

Step 2: Identify Your Income & Expenses

Step 3: Putting it all Together

Connect with Danette Lowe, CFP®

https://linktr.ee/trunorthwealth

Visit Our Website: https://www.TruNorthWealth.com

Episode Summary:

Maybe you want to retire early, help care for grandkids, are thinking about a new business, or you want to travel the world, maybe all of the above! Listen here (and don’t forget to Follow this podcast!) to learn simple solutions to complex issues and get your retirement planning questions answered.

If you found this episode helpful, please give us a thumbs up. For more insights and advice on retirement planning, don't forget to subscribe and join us in the next episode of "Ready to Retire!".

Follow Us on Facebook:

https://www.facebook.com/TruNorthRetirementPlanning

About Danette: https://tinyurl.com/28pg94tt/

Professional Journey- As the Founder and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

1662 HWY 395 N, Suite 203, Minden, NV 89423

Connect with Danette @ https://linktr.ee/trunorthwealth

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated.

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 337162689 series 3379690
Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are you Ready to Retire? Have you saved enough? At what age should you retire?

These and many more questions are probably swirling around in your head any time you look at your investment accounts or think about your 401k, pension, or social security. Or maybe you’re just tired of working and wondering when you’ll be able to quit confidently!

With Danette Lowe, CFP®, and her 20 years of experience in retirement planning, you’ll hear real stories, learn more about how to plan for an epic retirement successfully, and hear actionable advice to help you peacefully navigate the transition from working and saving to freedom and spending.

Every two weeks, you’ll hear fresh perspectives, gain access to helpful retirement workbooks, calculators, and other resources, plus learn what it might be like to work with a financial advisor who values love, joy, and integrity above all.

Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet: https://www.trunorthwealth.com/newsletter-signup

What’s included: 3 Steps to Planning an EPIC Retirement

Step 1: How will You Spend Your Time?

Step 2: Identify Your Income & Expenses

Step 3: Putting it all Together

Connect with Danette Lowe, CFP®

https://linktr.ee/trunorthwealth

Visit Our Website: https://www.TruNorthWealth.com

Episode Summary:

Maybe you want to retire early, help care for grandkids, are thinking about a new business, or you want to travel the world, maybe all of the above! Listen here (and don’t forget to Follow this podcast!) to learn simple solutions to complex issues and get your retirement planning questions answered.

If you found this episode helpful, please give us a thumbs up. For more insights and advice on retirement planning, don't forget to subscribe and join us in the next episode of "Ready to Retire!".

Follow Us on Facebook:

https://www.facebook.com/TruNorthRetirementPlanning

About Danette: https://tinyurl.com/28pg94tt/

Professional Journey- As the Founder and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

1662 HWY 395 N, Suite 203, Minden, NV 89423

Connect with Danette @ https://linktr.ee/trunorthwealth

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated.

  continue reading

34 episodes

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