_the-importance-of-having-a-comprehensive-retirement-plan.jpg "The Importance of Having a Comprehensive Retirement Plan from diversified investments group Video Screenshot Preview")
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⏲ Duration: 11 min 13 sec
✓ Published: 05-Mar-2023
✓ Published: 05-Mar-2023
Description:
The Importance of Having a Comprehensive Retirement Plan: In this episode of Your Life, Your Money, Michael Sheppard, CFP®, CPFA, CEPA, Group Vice President at Thrivent, discusses a Retirement Readiness Survey by diversified financial services leader Thrivent. In addition, he discussed the below pieces of advice that may be helpful at any stage in the planning process.n1) Establish a retirement timeline with your desired outcomes in mind.nBefore people can develop their retirement strategies, t
The Importance of Having a Comprehensive Retirement Plan: In this episode of Your Life, Your Money, Michael Sheppard, CFP®, CPFA, CEPA, Group Vice President at Thrivent, discusses a Retirement Readiness Survey by diversified financial services leader Thrivent. In addition, he discussed the below pieces of advice that may be helpful at any stage in the planning process.n1) Establish a retirement timeline with your desired outcomes in mind.nBefore people can develop their retirement strategies, t
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