What’s the real key to a successful retirement?

Ralph and Tim Short dive into the strategies that matter most as you step into a new year. From building a clear retirement roadmap to understanding your risk tolerance, they explore why planning isn’t just about numbers—it’s about purpose. The conversation uncovers the emotional side of leaving the workforce, the importance of staying connected with your financial advisor, and how adapting your plan to life’s changes can make all the difference. Whether you’re nearing retirement or just starting to think about it, this episode offers insights to help you navigate the transition with confidence and clarity.

Join the Short's for the First Friday Happy Hour. Register now at Welcome Home FP Events.

Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn, and Twitter/X.

See omnystudio.com/listener for privacy information.