If you are within 10 years of retirement, you need to start planning more intentionally for the transition ahead of you, and the best place to start is figuring out what questions you will need answers to. Donna and Nathan cover questions to ask yourself on the run up to retirement. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 3/10/2025; Original Air Date: 8/14/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
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