Jeremiah and Nic explore crucial aspects of financial planning and retirement readiness. We emphasized the necessity of open dialogue about money matters and ensuring that financial decisions align with personal goals and needs. Our discussion covered diverse income sources for retirement, managing expenses within budget constraints, and addressing the emotional aspects of transitioning into retirement. We also delved into the pivotal role of financial advisors in guiding clients through financial behaviors, risk management strategies, and estate planning. We stressed the importance of categorizing expenses into essentials, wants, and wishes in retirement planning, prioritizing non-negotiable needs such as healthcare and utilities.

 

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

 

Hosts:

Jeremiah Bates, Financial Advisor

Nic Daniels, Financial Advisor

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com

 

Ataraxis PEO

https://ataraxispeo.com

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Formations:

https://get.formationscorp.com/real-money-pros

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