Many of the individuals and families we serve end up “Oversaving” for retirement.  If you are in that same situation (you overachieved 😊), you will want to listen to this episode to learn about 6 retirement planning opportunities to consider.  

Basically, this is the exact 

I hope you find this episode useful.   

-Kevin 


Takeaways:

  • Many clients are overachievers who overfund their retirement.
  • Financial planning is a continuous process, not a one-time event.
  • Understanding the gap between current wealth and future goals is crucial.
  • Retiring earlier than planned can be a viable option for overfunded individuals.
  • Spending intentionally enhances the retirement experience.
  • Taking on more or less investment risk is a personal choice for overfunded retirees.
  • Gifting during one's lifetime can create meaningful experiences for family.
  • Legacy planning should involve thoughtful conversations about wealth transfer.
  • The impact of inflation on perceived wealth is significant.
  • Measuring progress against past achievements can improve financial mindset.




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This is for general education purposes only and should not be considered as tax, legal or investment advice.