The Heart Of Your Money: Inspiration For Financial WellnessDon't feel alone if you feel uneasy about retirement & WRITTEN plans are key | Shift from saving to spending & The importance of growth, protection and flexibility
On this week's episode:
- Feeling uneasy about your retirement future? You’re not alone—many Gen Xers and pre-retirees share the same concerns.
- Explore why a written plan is essential for navigating market volatility, inflation, and the risk of outliving your savings.
- Learn how to shift from saving to spending with confidence, using income strategies like annuities and life insurance to create reliable paychecks and avoid probate headaches.
- Discover the importance of balancing growth, protection, and flexibility—plus how to avoid costly tax surprises with Roth conversions and diversified accounts.
- Hear practical tips for catching up on savings, managing risk, and building a retirement plan that adapts to life’s curveballs.
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