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.

Need help finding a planner to conduct your insurance planning?
Search for or be matched with one at Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one. 

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