What questions should you be asking yourself when planning and thinking about retirement?

When it comes to planning for your retirement, your major concerns should be around your goals, your need for professional help, and the actual retirement plan. To build a retirement-focused financial plan, you must have goals or at least have an idea of what you want your retirement to look like.

In this episode of the Secure Your Retirement podcast, we talk about the three major questions to ask yourself when thinking about retirement over a glass of Erath Pinot Gris wine. Listen in to learn how to align yourself with someone that’s specialized in retirement planning and not just the investment side of things as you transition into retirement.

In this episode, find out:

●     Think about when you want to retire and figure out if that’s possible for you.

●     Think about what you’re going to do in your retirement to live a fulfilling life.

●     Think of the type of retirement you want for yourself before you start planning for it.

●     How we help relieve you of the worry of taking care of your retirement planning.

●     Take time before engaging an advisor to fully understand how their practice works.

●     Align yourself with a specialized retirement advisor as you transition into retirement.

●     How to build a retirement-focused financial plan based on your idea of retirement.

Tweetable Quotes:

●     “You want to take the time before you enter into an engagement with an advisor to really understand a lot of things as to how their practice works.”- Murs Tariq

●     “If you’re going to work with a professional, try to align yourself with someone that is specialized in the area of retirement planning and not just in the investment side of things.”- Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.