• Ask This Question BEFORE You Retire

  • Oct 23 2024
  • Length: 11 mins
  • Podcast

Ask This Question BEFORE You Retire

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  • Summary

  • Most people only think about the money side of retirement. Do I have enough? When should I start Social Security? Which account should I pull money from first?

    These are all important questions, but the personal and emotional side of retirement often gets overlooked because the financial questions are top of mind.

    I encourage you to ask yourself, "What are you retiring to?" You know what you are retiring from, but having a game plan for what you are going to do in retirement is crucial so you don't end up lonely, sad, and hating what is supposed to be a wonderful period of life.

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    Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
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