My Smart Retirement

We all have some sort of understanding when it comes to personal finance. If you’re reading this or listening to the podcast, you’re probably above average when it comes to taking care of your money. But there’s more to it than most people assume. Personal finance refers to how you manage your money and how you plan for the future. It’s not just the budgeting side of things. And when you take care of your personal finances, you’re setting yourself up for retirement success. We’ve had a number of clients come in recently and tell us they want to retire early. Things have been going better than anticipated and they wanted to find out if that early retirement would actually be within reach. As we go through someone’s personal finance, we can see how much they’re spending and whether any adjustments need to be made in retirement. That’s one of the reasons we wanted to talk about it on the podcast. This show will discuss what personal finance means to the planning process with our clients and how we help them get