25.2K
Downloads
117
Episodes
Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Thursday Sep 01, 2022
Thursday Sep 01, 2022
If you're thinking about retiring, but the recession has you worried, have no fear, with proper planning, you can make decisions that are right for you.
What types of things should you be reviewing with your financial advisor when the economy looks like it is headed into a recession?
In this episode, Larry Heller, CFP® discusses how you can make an educated decision when deciding whether your retirement plan is fit for the costs of a recession.
Larry discusses:
- The importance of knowing your retirement expenses prior to retiring
- How to know if your retirement plan is compatible with a recession
- The analysis you can do on your retirement plan to strengthen it against inflation
- What you can do if you are forced to retire
- And more
Resources:
- Life Unlimited: Navigating A Bear Market As A Soon-To-Be Retiree (Episode 111)
Connect With Larry Heller CFP®:
- Email Larry
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.