Friday Apr 14, 2023
#27 - Help! I Retired and Forgot to Tell You - Letβs Do a Financial Check-in
Retiring can be scary. Let's discuss some items that should be communicated to your financial advisor before retirement.
In this episode:
π How our goals for 2023 are progressing
π
Why it's important to do a financial check-in
π¨π»βπ» A simple way to check if you have unclaimed assets
πͺͺ Will Social Security run out
πΈ Whether you should pay off your debt or save for retirement
β³οΈ The results for the Master's
Check if you have unclaimed financial assets: https://missingmoney.com
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
π© Contact Full Swing Financial Planning:
Address: 1725 1st Ave S, Fort Dodge, IA 50501
Phone: 515-308-4545
Email Kole Petersen: Kole@fullswingfp.com
Email Cole Jaeschke: Cole@fullswingfp.com
Email Baileigh Ashbrook: Baileigh@fullswingfp.com
π Follow Full Swing Financial Planning:
Website: https://www.fullswingfinancial.com
Facebook: https://www.facebook.com/fullswingfinancialplanning
Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/
YouTube: https://www.youtube.com/@HowToMoneyPodcast
Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning
Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning
Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#FinancialEducation #FinancialPlanning #Investing #personalfinance #financialfreedom #financialliteracy #financialmanagement #financeplanning #finance #financetips #finances #financialindependence #financialgoals #financialsuccess
Β
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.