• 10 Steps to Retire Well

  • Apr 23 2025
  • Duración: 42 m
  • Podcast

10 Steps to Retire Well

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  • Resumen

  • As you approach retirement, you may feel that knot in your stomach telling you that there are actions you should be taking to prepare, but defining those actions can be a daunting task. Donna walks us through 10 steps you can take as you prepare for retirement, including: maxing out your contributions, shifting your allocations, taking inventory of your retirement accounts, developing a realistic picture of your day to day retirement, and more. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 4/21/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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