2024 has already been full of many in-depth conversations with current and prospective clients. There have been some common threads among most of those conversations. From those common threads, I’ve pulled five lessons that we can all learn and benefit from when planning for retirement. Listen to this episode of Retirement Made Easy to learn what they are!

You will want to hear this episode if you are interested in...

• [2:41] Lesson #1: Be careful who you get advice from
• [8:42] Lesson #2: Invest in line with your risk tolerance
• [12:29] Lesson #3: Make sure you have the details right
• [16:18] Lesson #4: Don’t be overconfident
• [18:50] Lesson #5: Always ask, “What am I missing?” 

Resources & People Mentioned

• 3 Steps to Retirement Planning

Connect With Gregg Gonzalez

• Email at: [email protected]
• Podcast: https://RetirementMadeEasyPodcast.com
• Website: https://StLouisFinancialAdvisor.com
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