Your dream of retiring doesn’t have to be just a fairytale. Take it from the thousands of clients that we’ve helped achieve their happily ever after.
In this episode, Matt Perrone, a financial planner with The Retirement Solution (TRS), shares stories about how he has guided pre-retirees to have the income they need and want for the rest of their lives. The clients in these stories range from having a variety of backgrounds and emotions, from overwhelmed and unsure if retirement would even be possible to self-assured and looking for collaboration with a financial planner.
In this episode, you’ll learn:
- Why Matt discourages retirees from relying on the stock market
- About Matt’s approach to working with a young widow who is learning how to manage her finances and plan for retirement
- About the benefits of working in collaboration with your advisor
- How TRS works with clients in a way that’s unique from other financial planners
- And more!
Tune in now to hear stories about people like you who’ve retired, and remained, happily ever after!
Resources: The Retirement Solution, Inc.