Finance OS: Approaching Retirement
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Today we’re going to look at the things we need to do as we approach retirement. We always say that retirement is THE point in time where everyone would benefit from taking professional advice, but at least we can give you the main things to be thinking about and to talk to your adviser about.
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Today we’re going to talk our second big mistake: starting late. Of course this may not be a mistake, it may be the result of circumstance, and as we all know, life doesn’t always conform to the perfection we’d perhaps wish for ourselves.
Shownotes: https://meaningfulmoney.tv/BM2
Published 06/05/24
Published 06/05/24
In this new season covering some big mistakes that any of us can make with our finances, we start with the mistake of listening to the wrong people. But how can we determine who the wrong people might be?
Show Notes: https://meaningfulmoney.tv/BM1
Published 05/29/24
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