Podcasts

The Results in Advance Planning Process

APRIL 16TH, 2019 | 30:51 | E2

Erick and Jon discuss what to do 5 years out from retirement, having enough for retirement, when to talk to an advisor, and when to take social security. Erick also explains the Results in Advance Planning Process.

EPISODE NOTES

Want Erick Arnett to help you “Take Point” on your retirement? Call him today at 352.340.2942

00:00 What should you do when 5 years out from retirement? (Hint: debts should be paid, and it’s all about budgets!)

07:20 How do we make sure what we save for retirement exceeds what we need for retirement? Also, how to make sure you’re on the same page as your partner.

14:00 It’s never to early to start planning, but when is a good age to start talking to a financial advisor?

22:00 When should you take social security? There’s a lot of conflicting information out there – Erick sorts it out.

26:30 The Results In Advance Planning Process – Erick explains this approach to taking point on your retirement.





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