Christmas Episode – Five Important Steps to Planning a Secure Retirement (FRP) – Re-Release
Episode Description
This Holiday Season, Give Yourself the Gift of Peace of Mind in Retirement.
Our Fundamental Retirement Plan (FRP) is a simple, five-step framework designed to help you build a retirement plan that reflects your goals, your lifestyle, and your biggest concerns.
As we head into the season of giving, consider how a bit of thoughtful planning today can become the gift that continues to support you year after year, keeping your retirement on track, even when life brings the unexpected.
Want more this Christmas?
Tune in as we break down each step of the FRP process in Episodes 59-64. Perfect listening for a cozy holiday season and a confident year ahead.
Specifically, we are going to discuss:
- The 5-step critical path to a secure retirement
- How a standalone session can derail your retirement
- The importance of ongoing monitoring and adjustments when life throws you a curve ball.
Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.
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EPISODE RESOURCES: