Everyone talks about retirement—but what does it all really mean? What does the process truly look like?
In this episode, Jim Donewald outlines the overall process of retirement, including definitions of the basic terms, to help you better understand information given in previous episodes. Jim also shares a review of why he does what he does to help clients make the most of their retirements, and do better with the information they have.
In this episode you will learn:
- Why Jim Donewald does what he does
- Why the number one concern for clients preparing for retirement should be taxes
- The three places your money falls when planning for retirement
- How CRIS Financial provides all sorts of options for retirement solutions
- And more!
Tune in to make sense of the retirement process and learn how to implement the strategies!
Related: Are You Prepared To Protect Your Estate at the Time You Pass Away?