Why Investors Should Revisit the 5 Key Steps to Planning for Retirement

While this time of uncertainty has left many with new questions about their financial picture, one question in particular still remains: How can I prepare for retirement?

Today, Esther Szabo answers this commonly asked question and reveals five key steps to take when planning for retirement. From considering your wants and needs to keeping open communication with those in your life, Esther highlights important areas that can often be overlooked — and how your advisor can help keep you on track throughout the planning process.

In this episode, you will learn:

  • Why you should have an accountability partner
  • Questions to ask yourself when planning for retirement
  • Who you should be discussing your retirement plans with
  • Tools to help you through the planning process
  • And more!

Join Esther now and discover key considerations for your retirement planning process!

Related: How Holistic Planning Can Guide You Through 2020’s Ups and Downs