All Things Retirement

Ep 6: Setting Retirement Goals & The Perfect Plan

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: retire@cardinalwg.com

Phone: (904) 414-2375

Ep 5: Everything You Need To Know About Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: retire@cardinalwg.com

Phone: (904) 414-2375

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