Ep 73: What Age Should You Get Serious About Planning For Retirement?

Hear Kevin describe a conversation he recently had with a podcast listener aged 57. He's planning on working for several more years and was wondering if now is too soon to get serious about planning for retirement.

Kevin discussed the qualitative and quantitative benefits clients often get from the Retire Smarter Solution as well as some time-sensitive issues you need to address well before you retire.

While it's never too early to start, as your time becomes more valuable, your assets accumulate, and the cost of a mistake becomes larger, it tends to make sense to hire an expert. This way you can make sure you're making the most of what you have.

 

Timestamps:

1:24 - Ray’s Call With Kevin

4:54 - Getting Clarity

6:37 - Putting Together A Spending Plan

10:08 - Concrete Information

12:22 - Are Clients Better Off The Earlier They See An Advisor?

17:26 - Make The Most Of What You Have

 

Contact:

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-893-7526

Schedule: http://bit.ly/calltruewealth