What are financially successful retirees doing that others often overlook? In this episode, Frank and Frankie Guida discuss key habits that can shape retirement planning, including saving consistently, creating income streams, managing risk, preparing for unexpected expenses, and incorporating tax and retirement planning into the process. They also share a real-world case study illustrating how reviewing investments, taxes, and long-term goals can uncover opportunities and help align a retirement strategy with a client’s priorities.

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Learn more about Frank and Frankie's book here!

Buy Frank's book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

Buy Frankie's book! Amazon Best Seller, ""A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success"

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