Lifetime Income Series: Money Matters - Understanding Your Money, Matters

Understanding Who You Are Regarding Money

This week Jim and John delve deeply into retirement planning, and if you are already retired, making it more secure. Jim discusses the importance of not just having goals, but very specific goals related to when you want to retire, and with how much income in retirement. Goals can change over time, but Jim stresses the importance of planning early, and getting in the habit of investing for retirement on a regular basis. Jim offers some tools for determining your attitude toward money and risk, which can make a real difference in putting together a successful plan. They discuss the case study of Matt and Deborah Stein, which illustrates many of the these important money matters in planning for a successful retirement.

Financial Sense Wealth Management: Invest With Us
.
apple podcast
google podcast
spotify
randomness