“How much do I need to retire?” is probably the most frequent questions that our CFP® Professionals are asked. However, “When can I retire?” or “When is it time to retire?” aren’t too far behind. If you work with an advisor who gives you an immediate answer to any of those questions, they’re really a financial advisor in name only. They’re probably more of a financial salesperson. They’ll likely just sell you investments, make a commission, and not put your needs first.

Unfortunately, there are a lot of financial salespeople within our industry. Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are going to help explain why it’s important to avoid those financial salespeople and what all needs to be done to get an accurate answer to “When is it time to retire?” 

Retirement Plan Checklist: https://bit.ly/46KfXAF

Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

Unexpected Expenses & How to Plan for Them: https://youtu.be/HbhdqYyp2uA

5 Strategies to Reduce RMDs: https://youtu.be/feuUGXPQtdE

The CFP® Professional & CPA Relationship: https://youtu.be/zxpfmN-xbrw?si=M4XIvwx-VOdG-JKO

Considerations for Retiring Before 62 & 65: https://youtu.be/JbZWycokNhc

Busting Retirement Rules of Thumb: https://youtu.be/pHV0kG9xOdc

Financial Planning Tool: https://bit.ly/40agCsy

Meet with Us: https://bit.ly/46RgFw8