Aug 16, 2021
CFP 5 - Pre-Retirement Planning
Play • 34 min

Step 5 of Creating a Financial Plan is Retirement Planning. That comes in two phases:

  1. Pre-Retirement Planning
  2. In-Retirement Planning

We are RetireMentorship, "Your Mentor TO (Pre-Retirement) and THROUGH (In-Retirement) Retirement." This is what we do best.

Today we will cover Pre-Retirement Planning.

You can find links to resources at:

For Practical Planning, you can help plan your retirement using RightCapital. Click here to start using it for free.

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