Expectation vs. Reality

Retirement Coach's Corner

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3M ago 15:05

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Some things aren’t as good as they seem. And other things might just surprise you! We talk today about some areas financially where expectations and reality don’t always align. Have you thought through what your retirement will actually look like? It’s easy to imagine relaxing on a beach, but is that the reality for you? Is that what you want? How have you prepared to have the retirement lifestyle you want?

Your retirement plan involves a lot of things, including room for change! It’s not something to set and forget. Instead of being too proud to ask for help, reach out to a financial advisor to have experienced professionals guide you through the decisions and strategies.

Here’s some of what we discuss in this episode:

What do you believe retirement will look like?
Will your expenses go up or down in retirement?
Does the financial plan just take care of itself?
Don’t be too proud to ask for help.

Get additional financial resources here: https://mercurioadvisors.com/podcasts/

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