Income Planning

Ep 87: Retirement Pain Points

We all want to be able to enjoy peace of mind in our retirement but there are some common pain points that we all have to work through. Let’s look at the areas of retirement planning that can cause you the most worry if you haven’t done the proper planning.

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When Is It Safe to Retire?

We often get questions on what makes it safe to retire. Is it at a certain age or after you meet a particular dollar amount? To find out when to retire, you have to understand what “safe” means. Once you identify what it is you hope to achieve with your money, you may be closer than you think. Are you ready to retire?

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5 Financial Pain Points

Everyone faces at least one of these financial pain points in life. While you can’t control everything, you can alleviate your fears by finding clarity through basic planning. Here’s how to tackle five of the main pain points you’re most likely to face.

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Why Your Retirement Is More Than Just Investments

Planning for retirement goes beyond your investments. Your advisor should be helping you navigate these crucial areas of your financial life.

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Episode #12: The 411 On Retirement Elevated Classes

We’re all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.

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Episode #11: What Should Your Advisor Be Doing

Financial advisors provide all sorts of services, and they have all sorts of designations and certifications. Find the right advisor for your needs.

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Episode #8: Real Advising Is Problem-Solving

Advising involves investing, but it’s so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving. 

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