Running For Retirement Planning Office

What would Tad and Toni’s campaign slogans be if they ran for “retirement planning office?” Listen in as they each craft their hypothetical campaign platforms and discuss their visions while delivering practical guidance on making the most of your retirement journey. With humor and insight, this episode explores risk management in retirement planning and the importance of putting a solid financial plan in place that ensures security in your golden years. 

Throughout this episode, Tad and Toni share some personal stories and insights from working with clients. They also dive into a lighthearted "getting to know you" segment, where they share their memories tied to certain scents. Listen in as they reminisce on the unique connection between cologne and fond memories.

Here’s some of what we discuss in this episode:

• Finding the right balance between risk and reward in retirement planning
• The importance of proper financial planning to avoid running out of money in retirement
• The role that individual participation plays in successful retirement planning
• Getting-to-know-you: What’s a distinct smell that you remember that could take you back to a certain place/time?

Key Takeaway

"Would you rather fix a problem that's already happened and try to figure that out? Or would you rather…already have a solution in place, so when that problem arises, no sweat?"

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006

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