Are you ready to retire? This popular question is one we hear often. In this podcast episode Synergy Advisors’ Caryn Fields, CFP® , and Diego Wanderley discuss the main elements of your financial plan to consider when looking at this question.

Items of discussion include:

Spending: Understand your essential vs. discretionary expenses and how to maintain your lifestyle in retirement.

Income: Transitioning from earning a paycheck to paying yourself — including traditional and non-traditional income sources for retirement.

Legacy: Is leaving a legacy important and part of your plan?

At Synergy, every plan is personalized so our clients can focus on what matters most — their passions, purpose, and life experiences.

Call us today at 888-363-4546 to start building your retirement plan and find the answer to the question, are you ready to retire?

Your path to financial freedom starts here.