Synopsis: According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33 percent of Americans have a written financial plan. This means nearly 70 percent of us don’t have a written strategy for our money. But there are some simple steps you can take to gauge your preparedness for retirement … it’s as easy as checking off the boxes on our retirement checklist.
Need Financial Advice? We Can Help. | SF Financial Services
Welcome to Retire Financially Fit with Barbara Swiatek, founder of SF Financial in Colorado Springs. Tune in to learn how to customize your plan, make informed decisions, and avoid common pitfalls—whether you’re years away from retirement or reviewing your options right now. We emphasize the importance of written strategies, professional guidance, and ongoing review to stay financially fit throughout your retirement journey. Each week, Barb discusses topics ranging from budgeting and managing withdrawals to dealing with market volatility, understanding annuities, protecting loved ones, and making the most of Medicare or Social Security benefits. Wherever you are in your planning process, our goal is to empower you to retire financially fit.