We’re excited to be back on Money & Mom! In this episode, we'll take a look back at Mom's retirement planning journey and discuss some of the things she's thankful for now that she's in retirement.

Join us as Mom talks about the value of having a trusted team, being prepared, and saving enough for retirement. We'll also explore the potential benefits of moving to a tax-friendly state and how important it is to stay connected with family during retirement. Whether you're planning your retirement or already enjoying it, this conversation will inspire you to make the most of your golden years.

Be sure to tune into our next episode, where we’ll cover some of the things we wish we had done differently throughout Mom’s retirement planning journey.

Here’s some of what we discuss in this episode:

• Having a team that you can trust when retirement planning
• Being prepared for your retirement years through planning and being involved in the process
• Having enough saved to live off your portfolio
• Moving to a more tax-favorable state in retirement
• Staying connected and making memories with family

Contact Vince Oldre & the CFG Retirement team at https://cfgretirement.com/contact/ or by calling 952-657-7470. And follow our YouTube channel at https://www.youtube.com/@VinceOldre-CFGRetirement