Planning Matters Radio

5 Questions You Need to Answer before You Retire


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To design your ideal retirement, you need to start with a few specific questions... and if you're married, make sure you do this exercise together! In this video, Peter Richon with Richon Planning and Erin Kennedy walk through what you should consider when answering these vital questions:

1. When do you want to retire? 

2. Where do you want to live when you're retired? 

3. How is your health?

4. How much could your Social Security benefits be?

5. Do you have a financial plan?

Because retirement is so much more than just a number in your bank account, working with a financial professional can help you define and build your ideal retirement. If you'd like to talk through your unique goals and objectives in retirement, please give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com

#WealthManagement #Retirement #SocialSecurity #FinancialAdvisor

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Planning Matters RadioBy Richon Planning

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