Do you really know what it costs to fund your lifestyle?
When planning for the future- especially retirement- there are always hidden expenses people tend to overlook 💰👀
The more accurately you understand your spending habits as you near retirement, the better you can create a plan that truly works! ✨
#retirementready #spending #financialplanning #retirementplanning #retirementlifestyle
The freedom of proper planning
Retirement isn't just about saving- it’s about having a plan that allows you to enjoy it! Check out this quick client story to hear how planning can make all the difference 👇
#financialfreedom #wealthmanagement #retirementplanning #financialadvising
Building a cohesive financial plan
Beyond just investing, true wealth management includes estate planning, tax strategies, risk management, and retirement income planning- all working together in a cohesive strategy. 💡
#wealthbuilding #financialplanning #retirementplan #financialadvising
Don't let taxes drain your retirement: Plan ahead!
💡Did you know? It's estimated that the average couple will pay at LEAST $250,000 in taxes during retirement.
That’s why having a solid tax strategy is so crucial.
#taxplanning #retirementplanning #taxstrategy #financialplanning
Planning for the long-haul: Bucket planning for retirement
Advances in medicine and lifestyle are helping us live longer, healthier lives- but that also means planning for a longer retirement.
Listen in as Liz shares how bucket planning can make all the difference in ensuring your income lasts as long as you do ⬇️
#bucketplanning #retirementincome #retirementplanning #longevity
Do you know what you're truly paying for your investments?
Many don’t realize that fees aren’t always obvious- they can be built into rates or deducted internally, like in mutual funds or 401(k) plans.
Do you know what you’re really paying? 🤔 It’s important to understand what’s going on behind the scenes with your investments to ensure you’re not losing more than you need to!
#financialplanning #financialadvisor #hiddenfees #investmentfees
Building Your Complete Financial Plan
Financial planning is so much more than just investments. It’s about cash flow, risk management, tax strategies, legacy planning, and making sure everything works together to support your goals.
And, as retirement approaches, these pieces become even more crucial.
#financialplanning #retirementgoals #wealthmanagement #retireonyourbestpath
Building a Bucket Plan for Retirement
Every client has a unique financial story. That’s why Liz focuses on crafting personalized bucket plans that grow and adapt over time.
#bucketplan #financialplanning #retirementplanning
What Is Rebalancing And Why Is It Important?
What is rebalancing and why is it important? 🤔
Listen in as Liz breaks it down... ⚖️
#rebalancing #retirementportfolio #financialplanning #financialgoals
What Do You Want Your Kids To Remember About Money?
Ask yourself 👉 If there’s one thing you want your loved ones to remember about money, what would it be? This can help you shape the legacy you leave behind.
Whether you see money as a tool, a responsibility, or a way to make a positive impact, sharing your thoughts can help guide your family to use their inheritance wisely.
#LegacyPlanning #FamilyValues #FinancialWisdom #MoneyTalks
If Money Were No Object
If money were no object, what is the one thing you'd like to do the most? 🤔💭 This simple question can open the door to some great conversations with your loved ones.
Why not try it out during your next family gathering? You might be surprised by what you learn!
Unasked retirement questions: What if we can't drive?
Retirement planning brings plenty of questions, but some scenarios might not be on your radar yet- like what if you can’t drive anymore? 🤔
Losing that freedom can make everyday life more challenging, and it’s a possibility worth preparing for.
👉 Tune into our latest podcast episode as we share 7 important retirement questions many forget to ask: https://retireonyourbestpath.com/podcast/7-important-retirement-questions-many-forget-to-ask/497/
If you want to retire with confidence, listen to Retire On Your Best Path with Liz Whitteberry.
