Today, we dive into the second half of Healthy, Wealthy, & Wise Retirement episodes from the year 2022. Once again, we focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review.

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Resources from today's show:

Inflation- Issues to Consider

6 Life Changing Lessons

QUIZ: "What Type of Giver Are You?"

Risk Numbers- sample report

Investment Personality- sample report

Risk/Personality Assessment *complete to receive yours

Medicare Readiness Report™ *complete to receive yours

7 Ways to Invalidate Your Will

Five Charitable Giving Ideas

6 Lessons I've Learned

9 Considerations for RIAs

RMD Checklist

What is a Fiduciary?

About Me

Podcast Page

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch

You can also find Loren at [email protected]

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube