This week features a practical application for managing income and expenses while transitioning to and living in retirement - the Need-Fun-Love strategy.

The article review covers using a HELOC (Home Equity Line of Credit) as a short term solution for businesses and clients living in retirement struggling with loss of income during the current economic environment.

In the Q&A, we discuss the biggest financial mistakes and the cost/benefit balance of hiring a financial professional.

Downloadable copies of the Need-Fun-Love pieces, as well as a link to this week's article, are available at https://value-ability.com/episodes.