5 Work Habits to Drop Before You Retire

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Streamline Your Retirement by getting these 3 key parts right:
1) Tax-efficient Withdrawal Planning
2) Investment Planning
3) Tax Reduction Planning

We’re Tim and Dave, and we own Streamline Financial along with our team of retirement planning specialists.
Streamline Financial has been helping people retire for over 25 years.
We can only work with a select number of clients so we created this channel to share what's working well for the families we help.

We know that RETIREMENT IS MORE THAN MONEY so you'll see financial strategies along with non-financial strategies to make sure this next stage is YOUR BEST YET!


Chapters:
00:00 - The Transition from Work to Retirement
01:00 - The Work Scoreboard
03:28 - "Always On" Reflex
06:03 - Not Celebrating
09:08 - Optimizing Every Minute
11:24 - Saving Without Spending


Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you.
Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.