Don't miss out on these easy steps that can make a big difference in your financial journey. Uncover practical strategies, in our 1 YEAR Anniversary Episode, that can boost your wealth while fitting into your busy schedule. The episode explores hidden wealth-building gems to help you achieve prosperity.

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What’s included: 3 Steps to Planning an EPIC Retirement

Step 1: How will You Spend Your Time?

Step 2: Identify Your Income & Expenses

Step 3: Putting it all Together

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Connect with Danette Lowe, CFP®

https://linktr.ee/trunorthwealth

Visit Our Website: https://www.TruNorthWealth.com

Episode Summary:

Top 10 Tips Countdown for Financial Education:

The Ready to Retire podcast's one-year anniversary episode offers listeners the top 10 actionable financial tips, insights into the podcast's purpose, and plans for the future. It underscores the importance of self-awareness, informed decision-making, continuous learning, and disciplined financial habits to achieve a secure retirement and overall financial well-being.

10. Know Your Biases: Understand personal beliefs and biases that impact financial decisions.

9. Take a Financial Inventory: Assess assets, liabilities, net worth, income, expenses, and insurance.

8. Determine Risk Tolerance: Utilize a risk tolerance assessment to gauge investment comfort levels.

7. Regularly Update Beneficiaries: Importance of keeping beneficiary designations current to avoid complications.

6. Incrementally Increase Savings: Gradually raise savings contributions to improve financial health.

5. Allocate Time for Financial Literacy: Set aside a day each month to enhance financial knowledge.

4. Exercise Caution After Life Quakes: Avoid making significant financial decisions during emotional transitions.

3. Balance Your Checkbook: Monitor transactions to understand spending patterns and catch errors early.

2. Keep Financial Documents Updated: Maintain an organized central location for essential financial documents.

1. Spend Less Than You Earn: Practice disciplined spending and avoid financial risks.

Future Plans for the Podcast:

Introducing interviews with fellow financial advisors for diverse perspectives.

Advancing to more advanced financial planning topics.

Bonus Tips:

1. Maintain Financial Responsibility: Encourage both partners in a relationship to stay informed about finances.

2. Prioritize Retirement Over Adult Children: Avoid compromising retirement by over-assisting adult children.

3. Guard Against Online Scammers: Stay vigilant against evolving online scams.

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About Danette: https://tinyurl.com/28pg94tt/

Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

1662 HWY 395 N, Suite 203, Minden, NV 89423

Connect with Danette @ https://linktr.ee/trunorthwealth

This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.