Oct. 10, 2023
Getting Your Retirement Back On Track (Ep. 15)
Picture this: You’ve crafted the perfect retirement plan. You’ve dreamt about it, and it’s finally here. But then, life throws you a curveball. Suddenly, your well-laid path takes an unexpected detour!
Even the most carefully crafted plans must adapt to changing circumstances.
In this episode, Jim Kruzan, CFP®, CRPC®, shares practical strategies to get your retirement back on track.
Jim discusses:
- Signs that your retirement may be off track
- Budgeting strategies to cut unnecessary expenses without sacrificing quality of life
- How “safe withdrawal rates” can guide portfolio adjustments
- How to weather market downturns by using debt strategically
- And more
Resources:
- The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
- 7 Common Retirement Planning Mistakes (And How To Avoid Them)
- Start Designing Your Bigger Bolder Retirement
- Economic Well-Being of U.S. Households
- Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)
- Social Security Benefits
Connect with Jim Kruzan: