Are you ready for the financial reality of retirement?

This episode, Brigette Engstom dives into why regular reviews of your investment accounts and asset allocation aren’t just smart, they’re essential. As retirement approaches, small oversights can lead to big consequences. We’ll explore practical strategies for keeping your portfolio aligned with your goals, managing risk, and ensuring your assets work as hard as you do. Whether you’re years away or just around the corner from retirement, this conversation offers insights that help you stay informed and proactive without overwhelming complexity.

Visit www.bluemonarchfinancial.com for more details, to see upcoming events, and to book a complimentary consultation with Brigette Engstrom and the team at BlueMonarch Financial.