Retirement Planning Is More Than Just Investments

There is a lot more to retirement planning than just picking investments. From timing Social Security to assessing your retirement overall readiness, today’s episode will explore some commonly misunderstood, yet critical areas in the world of financial planning. Is your advisor helping you navigate all of these decisions?

Tad and Toni kick off this episode by discussing the intricacies of Social Security and pension planning, highlighting the potential pitfalls of making short-sighted decisions in these areas. They then dive into a few financial terms that commonly go unexplained, shedding light on the fiduciary standard and what risk aversion really means.


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

• The importance of timing when it comes to Social Security + avoiding short-sited decision making 
• Careful analysis and planning when considering pension options for retirement
•  Assessing your retirement readiness + understanding risk exposure in your investment portfolio

Key Takeaway

"Are you really retirement ready? That should be the question before we pull the trigger."

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

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