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In this insightful conversation between Ed and James, they delve into the topic of transitioning to retirement. Ed and James explore a range of valuable tips to help individuals address both financial and non-financial concerns as they approach this significant life stage. From financial planning discussions to considerations about maintaining a fulfilling and purposeful lifestyle, these ideas should help provide direction for a happy next chapter. Whether it’s securing one’s financial future or finding new passions and interests, Ed and James offer practical examples from clients they’ve worked with to help people embark on this exciting journey with confidence and peace of mind.
Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s....
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