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Feb 9, 2023

One thing we’ve learned through the years of helping people prepare for retirement is that everyone has a different vision for how they want to spend that time. Retirements come in all shapes and sizes and having a good idea of what you want will help us build a portfolio that aligns with the life you want to live.

 

In this episode, Nancy and Sean will talk about the process for putting together a retirement life portfolio and why pre-retirees aren’t always prepared for the key transition points. They’ll also share a few different scenarios that they worked through with clients and give you a better idea of how the discussion goes.

 

If you’re at or near retirement, make sure you’ve taken the necessary time to think through your transition and what goals you have for the next chapter.

 

Here’s some of what you’ll learn in this episode: 

·      Investors will often come up with arbitrary numbers when building their portfolio. (0:38)

·      What type of retirement do you want to have? (2:33)

·      The important transition points leading up to retirement. (3:32)

·      There are certain times a financial analysis might not help an individual.  (4:59)

·      Some different goals we hear from clients and how we plan for them. (7:25)

 

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