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Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasizes the necessity of a well-thought-out financial strategy, including income planning, investment management, tax strategy, and estate planning to ensure a smooth and secure transition into retirement.
Schedule your complimentary appointment today: MichigansRetirementCoach.com
Follow us on social media: YouTube | Facebook | Instagram | LinkedIn
See omnystudio.com/listener for privacy information.
5
22 ratings
Are you emotionally and financially ready to retire? Certified Financial Planner Mike Douglas explores the crucial emotional and logical checklists needed for retirement. He discusses the importance of having a clear purpose after leaving work, managing depleting accounts, and communicating with your spouse about retirement plans. He also emphasizes the necessity of a well-thought-out financial strategy, including income planning, investment management, tax strategy, and estate planning to ensure a smooth and secure transition into retirement.
Schedule your complimentary appointment today: MichigansRetirementCoach.com
Follow us on social media: YouTube | Facebook | Instagram | LinkedIn
See omnystudio.com/listener for privacy information.
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