Happy bearded senior man enjoying summer road trip in Italy, luxury cabrio adventure, wealth and freedom lifestyle

Episode 41: Financial Freedom – Retirement Strategies

Sep 22, 2023

In this episode, Eric and Katie discuss practical steps and expert insights for a confident retirement income plan.

Here are just a handful of the things that we'll discuss:

  • Learn vital strategies for crafting a retirement income plan to enjoy life without constant financial worry
  • Discover the empowering approach to aligning spending with a well-thought-out plan to live your perfect retirement days
  • Guidance on integrating essential living expenses with the fulfillment of dreams for a rich and confident retirement
  • Insights on coordinating social security, tax planning, and minimizing investment fees to make the most of your retirement savings
  • Opportunity for a complimentary consultation to help build your personalized income plan and pursue the retirement lifestyle you deserve


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