Ep 7: Are You Ready to Retire?

The question that gets asked most often when someone sits down with a financial advisor is ‘Am I ready to retire?’ We all want to reach the point where we’re financially independent but have you taken the necessary steps to reach that point? 

Today we’ll share some of the common discussions we have with clients when it comes to determining when you can step away from work and begin that next chapter of your life. Plus, we’ll share a few stories about how people know they’ve reached that point and ways we help them when they haven’t. 

Here’s some of what you’ll learn on the podcast: 

·      What’s the reason people are hesitant to retire?  (1:28)

·      Where does a lack of confidence in retirement come from? (3:13)

·      How we approach the conversation when working longer is necessary. (5:49)

·      How to choose assets during a divorce. (9:13)

·      Picking between retirement and paying for a child’s education. (10:13)

CONNECT:

If you have any questions, you can contact us online here: https://cravitzfinancial.com/

Email: [e-mail]

Call: 714-462-9155

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.