Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/

You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re not ready to retire if that’s all you’ve done. Retirement planning isn’t just about your portfolio; it’s about so much more. In today’s episode, Dennis is diving into all the non-investment decisions that can make or break your retirement.

Here’s some of what we discuss in this episode:

🧳 Plan your lifestyle: travel, hobbies, and purpose

🏠 Housing choices: downsizing, relocating, or staying put

💰 Social Security and pensions: when and how to claim

🏥 Health care costs and long-term care risks

📑 Taxes and estate planning essentials

Our website: https://www.401k.faith

Phone: (513) 898-1897

Contact our team: https://www.faith401kmgmt.com/contact_us/

Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/

Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/

Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm

Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/

Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g

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LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/

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