Calling Financial Shots

Why do you want to call the shots when it comes to your finances in retirement? Well, frankly, who doesn’t want to determine their own financial destiny? Getting to that point can seem like an overwhelming process. But it doesn’t have to be. In today’s show we’ll go through key, practical steps to gaining control of your finances, for today and through your retirement. From understanding your financial situation and establishing a budget to building a portfolio that is geared toward flexibility and having an income strategy that addresses risks — our listeners today will learn that with a methodical plan, they can effectively take charge of their financial situation in retirement.

Now in the Greater Seattle Area!

Real Retirement Radio, Sundays at 12pm on 770AM KTTH

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Financial professionals like me thrive on helping people put their retirement finances back on track. If you’re a do-it-yourselfer who’s strayed off the retirement planning path, or if you just feel like it’s time to get a fresh perspective on the retirement path you’re on, the first step is to call my office at 855-822-7100 for a customized analysis.

This customized assessment will help uncover areas where there’s opportunity to help grow your retirement nest egg, so it provides enough income for as long as you need it. The analysis also includes:

  • An honest evaluation of how much you have saved for retirement.
  • How much risk your assets are exposed to.
  • Your retirement goals.
  • How much income you might need to support those goals.