On today’s podcast, Jim Black has an extra special guest! His firm’s retirement coach, Pete Finlon, is here to walk you through the same questions he asks his clients.
Once you have enough money to support your lifestyle during retirement, you get to decide how you’ll spend the rest of your life. These aren’t easy decisions and the transition into a retiree lifestyle can be challenging. But Pete is here to help! Learn all about Pete’s approach to helping clients prepare for a happily-ever-after retirement.
Tune in and gain some insight that can help you prepare for the next phase of your life.