
Unique Retirement Planning Challenges We’ve Seen
iam_ikeonyema
Description
No matter who walks into our office to build a financial plan, there will always be a set list of items that need to be addressed. But from there, the rest of the plan could account for any number of individual scenarios. Today we’ll look at a few of the unique situations that don’t come up for every plan and share our approach to working through them. <p> </p> <p><strong>Read more and get additional financial resources:</strong> <a href= "http://johnsonbrunetti.com">http://johnsonbrunetti.com</a> </p> <p> </p> <p><strong>What we discuss in this episode: </strong></p> <p><strong>0:19</strong> – Welcome Eric Hogarth, CFP®</p> <p><strong>2:17</strong> – The age gap</p> <p><strong>4:27</strong> – Early retirement</p> <p><strong>7:19</strong> – Lack of liquidity</p> <p><strong>11:00</strong> – Planning after divorce</p> <p><strong>12:49</strong> – How we can help</p>