• 5 Retirement Lessons for 2024, Ep #168

  • 2024/07/31
  • 再生時間： 25 分
  • ポッドキャスト

5 Retirement Lessons for 2024, Ep #168

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  • サマリー

  • 2024 has already been full of many in-depth conversations with current and prospective clients. There have been some common threads among most of those conversations. From those common threads, I’ve pulled five lessons that we can all learn and benefit from when planning for retirement. Listen to this episode of Retirement Made Easy to learn what they are!

    You will want to hear this episode if you are interested in...
    • [2:41] Lesson #1: Be careful who you get advice from
    • [8:42] Lesson #2: Invest in line with your risk tolerance
    • [12:29] Lesson #3: Make sure you have the details right
    • [16:18] Lesson #4: Don’t be overconfident
    • [18:50] Lesson #5: Always ask, “What am I missing?”
    Resources & People Mentioned
    • 3 Steps to Retirement Planning
    Connect With Gregg Gonzalez
    • Email at: Gregg.gonzalez@lpl.com
    • Podcast: https://RetirementMadeEasyPodcast.com
    • Website: https://StLouisFinancialAdvisor.com
    • Follow Gregg on LinkedIn
    • Follow Gregg on Facebook
    • Follow Gregg on YouTube


    Subscribe to Retirement Made Easy
    On Apple Podcasts, Spotify, Google Podcasts
    続きを読む 一部表示

あらすじ・解説

2024 has already been full of many in-depth conversations with current and prospective clients. There have been some common threads among most of those conversations. From those common threads, I’ve pulled five lessons that we can all learn and benefit from when planning for retirement. Listen to this episode of Retirement Made Easy to learn what they are!

You will want to hear this episode if you are interested in...
  • [2:41] Lesson #1: Be careful who you get advice from
  • [8:42] Lesson #2: Invest in line with your risk tolerance
  • [12:29] Lesson #3: Make sure you have the details right
  • [16:18] Lesson #4: Don’t be overconfident
  • [18:50] Lesson #5: Always ask, “What am I missing?”
Resources & People Mentioned
  • 3 Steps to Retirement Planning
Connect With Gregg Gonzalez
  • Email at: Gregg.gonzalez@lpl.com
  • Podcast: https://RetirementMadeEasyPodcast.com
  • Website: https://StLouisFinancialAdvisor.com
  • Follow Gregg on LinkedIn
  • Follow Gregg on Facebook
  • Follow Gregg on YouTube


Subscribe to Retirement Made Easy
On Apple Podcasts, Spotify, Google Podcasts
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