Are you ready to retire? | Discussing your Plan, Spending, Income and Legacy
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
Are you ready to retire? This popular question is one we hear often. In this podcast episode Synergy Advisors’ Caryn Fields, CFP® , and Diego Wanderley discuss the main elements of your financial plan to consider when looking at this question.
Items of discussion include:
Spending: Understand your essential vs. discretionary expenses and how to maintain your lifestyle in retirement.
Income: Transitioning from earning a paycheck to paying yourself — including traditional and non-traditional income sources for retirement.
Legacy: Is leaving a legacy important and part of your plan?
At Synergy, every plan is personalized so our clients can focus on what matters most — their passions, purpose, and life experiences.
Call us today at 888-363-4546 to start building your retirement plan and find the answer to the question, are you ready to retire?
Your path to financial freedom starts here.