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One Year from Retirement: A Critical Window for Planning and Perspective
Manage episode 482858008 series 2401634
Here’s some of what we discuss in this episode:
📆 Why the last 12 months before retirement matter so much.
💸 The truth about lumpy spending and how to plan around it.
💑 Pension decisions, Social Security timing, and survivor benefits.
🧠 How to navigate identity shifts and relationship changes.
📊 Why advisors should be more than number crunchers.
Resources
Our website: https://www.truewealthdesign.com/
Phone: 855.TWD.PLAN
Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/
Schedule your no-cost discovery call: http://bit.ly/calltruewealth
Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/
Facebook: https://www.facebook.com/TrueWealthDesign/
LinkedIn: https://www.linkedin.com/company/true-wealth-design/
172 episodes
One Year from Retirement: A Critical Window for Planning and Perspective
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Manage episode 482858008 series 2401634
Here’s some of what we discuss in this episode:
📆 Why the last 12 months before retirement matter so much.
💸 The truth about lumpy spending and how to plan around it.
💑 Pension decisions, Social Security timing, and survivor benefits.
🧠 How to navigate identity shifts and relationship changes.
📊 Why advisors should be more than number crunchers.
Resources
Our website: https://www.truewealthdesign.com/
Phone: 855.TWD.PLAN
Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/
Schedule your no-cost discovery call: http://bit.ly/calltruewealth
Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/
Facebook: https://www.facebook.com/TrueWealthDesign/
LinkedIn: https://www.linkedin.com/company/true-wealth-design/
172 episodes
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