Financial Choices Matter

A 5 Question Retirement Preparedness Quiz


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Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

1:29 - Main Topic: Retirement Preparedness Quiz

1:58 - Do You Know How Much You Have?

3:46 - Do You Know How Much You Spend?

6:05 - Do You Know How Much Risk You Have?

10:20 - Do You Know What You’re Paying In Fees?

12:44 - Do You Know What Your Retirement Income Streams Will Look Like?

16:30 - Getting To Know You: What’s Something You Look Back On And Say, “What Was I Thinking?”

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Financial Choices MatterBy Charles Scott