Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers

Imagine you're on the verge of retirement, looking forward to spending time doing what you love. You've worked hard, managed your money wisely, and are ready to bid farewell to the daily grind. But there are a few potential traps that could cost you not just in dollars but in the very essence of your post-career life?

You don't want a mortgage in retirement, but will you have enough leftover if you drain your investments? I'll walk you through a simple process to determine if it's the right decision for you. To do that, we need some key numbers and the right questions to ask. Hear a real-life example that may be similar to your situation. With these tools, you'll create a plan to pay off the mortgage and still have the income you need for retirement.

Questions are powerful--and they can change everything. I'll walk you through a journal guide I use to review the past year and plan for a powerful year to come. These questions have helped me make achieving my dreams possible and I know it will bless you too.

You don't have to wait for mortgage rates to fall before buying a house. I'll share 5 things you can do to prepare financially. 

401k millionaires are those who reach $1 million in their account. Why are there more now than ever? You'll also hear 6 things to do if you want to hit the $1 million threshold in your retirement accounts.

One of the myths people believe about financial advisors is that you need to be uber wealthy. I'm going to share a simple framework for managing your money that is used by the wealthy but can benefit you as well.