So You Want To Retire?

12/16/20 • 16 min

What do we think about when doing a Retirement projection? Someone walks into our office and says to us"I want to retire" or "I want to prepare for retirement", what do we do from there? In this episode of Finance In A Flash, Erin Campbell joins Nick Faulkner to walks us through this process and discuss the details of how we prepare a retirement plan.
To learn more about us or our company go to BeaconFinancialStrategies.com

Previous Episode

How Should You Think About Debt When Gearing Up For Retirement?

On this episode of Finance In A Flash, Nick & Erin discuss a very important topic in the Financial Planning world: Debt. They discuss a variety of questions such as; What is considered good debt or bad debt? Which type of debt should you pay off first? When you should look at refinancing your home, and much more!

If you want to learn more about us or our company go to BeaconFinancialStrategies.com

Next Episode

Pension Plans

Today on Finance In A Flash, Nick & Erin discuss pension plans. Not many people have Pensions anymore, but we do see a fair amount in the federal and state retirement system as well as some holdovers from private companies.
- We are going to go over topics such as Annuity Style vs. Lump-sum pension
- Survivor Options as it relates to pensions
- And we also discuss leaving pensions to your spouse,
- We hope you all enjoy this episode and if you want to learn more about us go to BeaconFinancialStrategies.com