Creating A Retirement Plan That Works

A retirement plan isn’t something that you create once and put on a shelf to gather dust. You want to make sure it’s working to support your retirement dreams with growth and preservation. Join Tad and Toni as they explore the importance of crafting and adjusting your personalized financial plan.

From handling market ups and downs to dealing with unexpected life changes, they highlight the advantages of having a robust plan that not only preserves your money but also aligns with your lifestyle aspirations. They also highlight the benefits of working with a trusted advisor to keep your money working for you and warn against the danger of one-size-fits-all advice. Tune in to learn what it looks like to build a retirement strategy that works for you!

Here’s what we discuss in today’s show:

• Regularly revisiting and adjusting your retirement strategy
• Thoughtful retirement planning that’s tailored to your individual needs and has strategies for growth and preservation
• Understanding the risk level in your portfolio so you can make informed decisions
• Ensuring you’re aligned with your goals in the retirement red zone
• The danger of one-size-fits-all advice

Key Takeaway

"It’s never too late to get a second opinion. It's never too late to see if you're on the right path."

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

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