Not Ready to Retire but Lose Job, What to Do!

Описание: Some people find themselves close to retirement, but then they lose their job. Questions abound. Can I afford to retire now? Do I want to retire now? What are my choices? Here’s how we normally handle the conversation step by step.

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🔑 KEY TOPICS
0:00 - Intro
2:11 - Months of Income
2:38 - Healthcare
4:13 - The Retirement Questions
5:14 - Case Study
7:20 - 2 More Questions
9:09 - 2 Loopholes
11:14 - Conclusion
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💵 ABOUT US
We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
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CONTACT ☎
Website:
Phone: (214) 988-9178
Email: [email protected]