Ready To Retire!

Danette Lowe CFP®
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Ready To Retire!

Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now that will go a long way toward planning an epic retirement. With over 20 years of experience as a Certified Financial Planning Professional, Danette joyously provides customized, actionable advice to help you confidently navigate the transition from uncertain net saver to peaceful net spender. She’s here to flip those feelings of shame, regret, or stress about retirement savings and help you see what CAN be done to prepare for your retirement. Maybe you want to find out if you’ve saved enough and if you can retire in the next few years, or maybe you have just moved or are considering changing careers and are curious about your 401K, pension, or social security benefits. If you’re starting to think about retirement and want to learn more about how and when you can stop working, whether you’ve saved enough, and what your retirement years might look like, you’re in the right place. Danette shares free resources, fresh perspectives, and easy-to-understand educational materials throughout this show about retirement planning in an effort to enhance and enrich your life, no matter your age, income, or retirement preparation level. Are you Ready to Retire? Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com Please see our terms of use here: www.commonwealth.com/termsofuse.html This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, NH, NV, NY, OR and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. ® Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 123 W. Nye Lane, Suite 520, Carson City, NV 89706 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com

  1. ١٦ جمادى الأولى

    5 Fun Ways to Boost Your Pre-Retirement Income

    Are you looking for fresh ways to boost your income before retirement? In this episode, we explore five fun, practical ways to add to your cash flow without taking on the weight of a second job. Whether you’re saving to retire early, dreaming of shifting into a passion project, or just want a bit more financial freedom, these tips can help you get there in a way that aligns with your current lifestyle… NEW RELEASE:  THE EARLY START RETIREMENT PLAN Visit https://www.EarlyStartRetirement.com Take the Retirement Readiness Quiz! Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here:  https://bit.ly/GetFinancialPlan Connect with Danette Lowe, CFP® https://linktr.ee/trunorthwealth Visit Our Website:  https://www.TruNorthWealth.com 1. Hobby Hustle Turn your hobbies into a side income! Whether it’s crafting, gardening, or painting, hobbies can often be transformed into small businesses. Hear how my mom’s candle-making hobby became a successful Etsy shop and discover tips on how to share your creations with others. 2. Holiday Haven Consider investing in a vacation rental. If you own property in a desirable location, renting it out part-time can generate significant extra income. We dive into location tips, property management ideas, and unique amenities that make your rental stand out. 3. Broadcast Brilliance Have a story to tell or knowledge to share? Starting a blog or podcast is simpler than ever and can eventually lead to ad revenue, affiliate income, or even your own product sales. I share my journey of podcasting and how it led to writing my book, The Early Start Retirement Plan. 4. E-Commerce Extravaganza Create and sell products online! From digital downloads to handmade goods, e-commerce offers endless possibilities. Platforms like Etsy and eBay make it easy to showcase your work, while SEO and social media can help you attract customers. 5. Teaching Treasures Use your skills to teach others! Coaching, tutoring, or teaching classes—whether online or in-person—can be both fulfilling and profitable. Whether it’s academic subjects or a beloved hobby, this can be a rewarding way to share your expertise. Each strategy is designed to fit smoothly into your life now, adding value and setting the stage for a fulfilling retirement. With personal stories, actionable tips, and easy-to-follow guidance, these simple ideas will help you elevate your financial future. So grab your notebook, sit back, and let’s dive into these tips for pre-retirement income!   Follow Us on Facebook: https://www.facebook.com/TruNorthRetirementPlanning About Danette: Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders.  We invite you to join our extended family and experience the TruNorth Wealth difference. Danette Lowe, CFP® Founder – Wealth Advisor TruNorth Wealth Management, LLC 1662 HWY 395 N, Suite 203, Minden, NV  89423 Connect with Danette @ https://linktr.ee/trunorthwealth This podcast is for informational purposes only.  The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.  Neither Commonwealth Financial Network nor your representative provides tax advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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  2. ١١ رجب

    How to Calculate Needs in Retirement for Couples and 5 Key Savings Strategies

    Today we dive into the crucial topic of retirement planning for married couples. With the challenge of harmonizing two different perspectives on retirement, this episode offers valuable strategies to increase savings and ensure a comfortable retirement… Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup What’s included:  3 Steps to Planning an EPIC Retirement Step 1:  How will You Spend Your Time? Step 2:  Identify Your Income & Expenses Step 3:  Putting it all Together   Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here:  https://bit.ly/GetFinancialPlan   Connect with Danette Lowe, CFP® https://linktr.ee/trunorthwealth Visit Our Website:  https://www.TruNorthWealth.com   Episode Summary: We kick off with a discussion on a recent T. Rowe Price study, which benchmarks the ideal savings by age for both single individuals and married couples. For instance, at age 55, you should have five times your annual income saved, and by 65, it should be eight and a half times. Danette breaks down these figures with real-world examples, providing a clear starting point for retirement planning. T. Rowe Price Benchmark Study: https://trowe.com/3vEJiyM   IRS Contribution Limits 2024: https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000   The episode then guides you through practical steps to assess your financial status, including creating a Statement of Net Worth and analyzing monthly spending.   Here are 5 Strategies to Maximize Savings for Couples in 2024:   Maximize 401k and IRA Contributions: Understanding the impact of the SECURE Act 2.0 on retirement savings. Pay Yourself First: Leveraging automatic transfers and incremental savings increases. Eliminate High-Interest Debt: Starting with the smallest balances and working up. Smart Management of Car Expenses: Sharing a successful strategy for car payments and savings. Utilize IRAs Efficiently: Exploring the benefits of spousal and Roth IRAs. Each strategy is accompanied by real-life examples and practical advice. If you found this episode helpful, please give us a thumbs up. For more insights and advice on retirement planning, don't forget to subscribe and join us in the next episode of "Ready to Retire!". Follow Us on Facebook: https://www.facebook.com/TruNorthRetirementPlanning About Danette:  https://tinyurl.com/28pg94tt/ Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders.  We invite you to join our extended family and experience the TruNorth Wealth difference. Danette Lowe, CFP® Founder – Wealth Advisor TruNorth Wealth Management, LLC 1662 HWY 395 N, Suite 203, Minden, NV  89423 Connect with Danette @ https://linktr.ee/trunorthwealth This podcast is for informational purposes only.  The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.  Neither Commonwealth Financial Network nor your representative provides tax advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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  3. ٠٨‏/٠٤‏/١٤٤٥ هـ

    Tax-Free or Tax-Deferred? Roth vs. Traditional IRA, Which is Better? | Ep 28

    Traditional IRA vs. Roth IRA – Which one is better? In this episode, Danette explores the decision between investing in a Traditional IRA, which offers immediate tax deductions but taxes gains upon withdrawal, and a Roth IRA, which doesn't provide tax deductions on contributions, but offers tax-free gains. Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup What’s included:  3 Steps to Planning an EPIC Retirement Step 1:  How will You Spend Your Time? Step 2:  Identify Your Income & Expenses Step 3:  Putting it all Together   Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here:  https://bit.ly/GetFinancialPlan   Connect with Danette Lowe, CFP® https://linktr.ee/trunorthwealth Visit Our Website:  https://www.TruNorthWealth.com   Episode Summary: She discusses the pros and cons of each option and the benefits of a Roth conversion for those who are not eligible for direct Roth contributions. The episode delves into the strategies for managing taxes during a Roth conversion, including staggered conversions and using non-IRA funds to cover the tax liability. Danette emphasizes the potential benefits of converting during market downturns and the implications of recent legislative changes. Danette recommends consulting with a financial advisor to determine the best retirement savings strategy based on individual circumstances, whether it involves Traditional IRAs, Roth IRAs, or Roth conversions. Follow Us on Facebook: https://www.facebook.com/TruNorthRetirementPlanning About Danette:  https://tinyurl.com/28pg94tt/ Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders.  We invite you to join our extended family and experience the TruNorth Wealth difference. Danette Lowe, CFP® Founder – Wealth Advisor TruNorth Wealth Management, LLC 1662 HWY 395 N, Suite 203, Minden, NV  89423 Connect with Danette @ https://linktr.ee/trunorthwealth This podcast is for informational purposes only.  The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.  Neither Commonwealth Financial Network nor your representative provides tax advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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  4. ٢٤‏/٠٣‏/١٤٤٥ هـ

    Ways to Reduce the Financial Stress of 5 Major Life Transitions

    In this episode, we explore practical strategies to alleviate the financial strain that often accompanies five major life transitions: Relocating to new places Navigating career or job changes Managing finances through relationship shifts Coping with unexpected health events Finding stability during times of loss or grief. Tune in to discover expert insights and actionable tips for achieving financial peace of mind during these pivotal moments in life. Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here:  https://bit.ly/GetFinancialPlan   Connect with Danette Lowe, CFP® https://linktr.ee/trunorthwealth Visit Our Website:  https://www.TruNorthWealth.com   Episode Summary: In this episode of the Ready to Retire podcast, Danette explores the financial implications of five major life transitions: relocation, career or job changes, relationship changes, health events, and loss or grief events. She emphasizes the importance of having a solid financial plan in place to navigate these transitions.  Danette also offers practical advice, such as the significance of health insurance decisions, managing old 401(k) plans, and considering life insurance during career changes. She discusses the financial aspects of relocating, including trust updates and home investments, and highlights the importance of self-care during health transitions.  In times of relationship changes, Danette emphasizes the need to reevaluate asset titling and life insurance. Lastly, she addresses the challenges of grief and loss transitions, urging caution in making major decisions and recommending journaling as a helpful tool. This episode provides valuable guidance on managing finances during life's most significant changes. Follow Us on Facebook: https://www.facebook.com/TruNorthRetirementPlanning About Danette:  https://tinyurl.com/28pg94tt/ Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders.  We invite you to join our extended family and experience the TruNorth Wealth difference. Danette Lowe, CFP® Founder – Wealth Advisor TruNorth Wealth Management, LLC 1662 HWY 395 N, Suite 203, Minden, NV  89423 Connect with Danette @ https://linktr.ee/trunorthwealth This podcast is for informational purposes only.  The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.  Neither Commonwealth Financial Network nor your representative provides tax advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

    ٢٢ من الدقائق

  5. ٠٥‏/٠٢‏/١٤٤٥ هـ

    10 Simple Tactics to Grow Your WEALTH in Your Free Time

    Don't miss out on these easy steps that can make a big difference in your financial journey.  Uncover practical strategies, in our 1 YEAR Anniversary Episode, that can boost your wealth while fitting into your busy schedule. The episode explores hidden wealth-building gems to help you achieve prosperity. Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup What’s included:  3 Steps to Planning an EPIC Retirement Step 1:  How will You Spend Your Time? Step 2:  Identify Your Income & Expenses Step 3:  Putting it all Together   Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here:  https://bit.ly/GetFinancialPlan   Connect with Danette Lowe, CFP® https://linktr.ee/trunorthwealth Visit Our Website:  https://www.TruNorthWealth.com   Episode Summary: Top 10 Tips Countdown for Financial Education: The Ready to Retire podcast's one-year anniversary episode offers listeners the top 10 actionable financial tips, insights into the podcast's purpose, and plans for the future.  It underscores the importance of self-awareness, informed decision-making, continuous learning, and disciplined financial habits to achieve a secure retirement and overall financial well-being. 10. Know Your Biases: Understand personal beliefs and biases that impact financial decisions. 9. Take a Financial Inventory: Assess assets, liabilities, net worth, income, expenses, and insurance. 8. Determine Risk Tolerance: Utilize a risk tolerance assessment to gauge investment comfort levels. 7. Regularly Update Beneficiaries: Importance of keeping beneficiary designations current to avoid complications. 6. Incrementally Increase Savings: Gradually raise savings contributions to improve financial health. 5. Allocate Time for Financial Literacy: Set aside a day each month to enhance financial knowledge. 4. Exercise Caution After Life Quakes: Avoid making significant financial decisions during emotional transitions. 3. Balance Your Checkbook: Monitor transactions to understand spending patterns and catch errors early. 2. Keep Financial Documents Updated: Maintain an organized central location for essential financial documents. 1. Spend Less Than You Earn: Practice disciplined spending and avoid financial risks. Future Plans for the Podcast: Introducing interviews with fellow financial advisors for diverse perspectives. Advancing to more advanced financial planning topics. Bonus Tips: 1.         Maintain Financial Responsibility: Encourage both partners in a relationship to stay informed about finances. 2.         Prioritize Retirement Over Adult Children: Avoid compromising retirement by over-assisting adult children. 3.         Guard Against Online Scammers: Stay vigilant against evolving online scams. Follow Us on Facebook: https://www.facebook.com/TruNorthRetirementPlanning About Danette:  https://tinyurl.com/28pg94tt/ Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders.  We invite you to join our extended family and experience the TruNorth Wealth difference. Danette Lowe, CFP® Founder – Wealth Advisor TruNorth Wealth Management, LLC 1662 HWY 395 N, Suite 203, Minden, NV  89423 Connect with Danette @ https://linktr.ee/trunorthwealth This podcast is for informational purposes only.  The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.  Neither Commonwealth Financial Network nor your representative provides tax advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

    ١٩ من الدقائق

  6. ١٣‏/٠١‏/١٤٤٥ هـ

    Reducing Investment Risks: Inflation, Interest Rates, Overspending & 8 Retirement Protection Strategies

    In this exciting episode, we'll be delving deep into the risks of long-term investing and equipping you with eight powerful strategies to reduce them. Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup What’s included:  3 Steps to Planning an EPIC Retirement Step 1:  How will You Spend Your Time? Step 2:  Identify Your Income & Expenses Step 3:  Putting it all Together   Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here:  https://bit.ly/GetFinancialPlan   Connect with Danette Lowe, CFP® https://linktr.ee/trunorthwealth Visit Our Website:  https://www.TruNorthWealth.com   Episode Summary: Let's start by exploring External Risks - those factors we have limited control over, such as inflation, credit defaults, interest rates, and the unpredictable stock market. On the other hand, Internal Risks are within our grasp, stemming from actions like overspending, neglecting portfolio rebalancing, and succumbing to income inflation.   You won't want to miss our comprehensive coverage of the eight Strategies to Mitigate the Risks highlighted in this episode. From diversification and asset allocation to countering emotional decision-making, we've got your back in managing your investments effectively. We'll also address the risks of procrastination and delayed savings, ensuring you can start saving and set your money to work for you.   Join us on the Ready to Retire Podcast for valuable insights and practical advice on securing your financial future. Whether you're a seasoned investor or just starting your investment journey, these strategies will empower you to make informed decisions and navigate the world of long-term investing with confidence. Tune in now and let's embark on this rewarding journey together! Follow Us on Facebook: https://www.facebook.com/TruNorthRetirementPlanning About Danette:  https://tinyurl.com/28pg94tt/ Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders.  We invite you to join our extended family and experience the TruNorth Wealth difference. Danette Lowe, CFP® Founder – Wealth Advisor TruNorth Wealth Management, LLC 1662 HWY 395 N, Suite 203, Minden, NV  89423 Connect with Danette @ https://linktr.ee/trunorthwealth This podcast is for informational purposes only.  The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.  Neither Commonwealth Financial Network nor your representative provides tax advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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  7. ١١‏/١٢‏/١٤٤٤ هـ

    Before You Cash In: 6 Essential Tips to Maximize Your Social Security Benefits

    In this episode of the Ready to Retire! podcast, host Danette Lowe CFP®, shares crucial tips to maximize your Social Security benefits and ensure a financially secure retirement.  Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup What’s included:  3 Steps to Planning an EPIC Retirement Step 1:  How will You Spend Your Time? Step 2:  Identify Your Income & Expenses Step 3:  Putting it all Together   Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here:  https://bit.ly/GetFinancialPlan   Connect with Danette Lowe, CFP® https://linktr.ee/trunorthwealth Visit Our Website:  https://www.TruNorthWealth.com   Episode Summary: Many Americans make common mistakes by starting to claim Social Security without a strategy, potentially leaving thousands of dollars on the table.  Danette presents five essential tips to know before claiming benefits, covering topics such as eligibility requirements, full retirement age, the early claiming penalty, working during retirement, and spousal benefits.  She also provides a bonus tip on the windfall elimination provision for those covered by alternative pension plans. Listeners can access additional resources, including a Social Security statement, retirement age calculation chart, and a free downloadable workbook. By implementing these tips, individuals can make informed decisions and optimize their Social Security benefits for a comfortable retirement. Follow Us on Facebook: https://www.facebook.com/TruNorthRetirementPlanning About Danette:  https://tinyurl.com/28pg94tt/ Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders.  We invite you to join our extended family and experience the TruNorth Wealth difference. Danette Lowe, CFP® Founder – Wealth Advisor TruNorth Wealth Management, LLC 1662 HWY 395 N, Suite 203, Minden, NV  89423 Connect with Danette @ https://linktr.ee/trunorthwealth This podcast is for informational purposes only.  The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.  Neither Commonwealth Financial Network nor your representative provides tax advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

    ١٦ من الدقائق

  8. ٢٤‏/١١‏/١٤٤٤ هـ

    Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family

    In this episode, I discuss the often overlooked but crucial aspect of financial planning – conducting a beneficiary checkup.  Many people neglect to review and update their beneficiaries listed on various accounts, which can lead to unintended consequences. Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup   What’s included:  3 Steps to Planning an EPIC Retirement Step 1:  How will You Spend Your Time? Step 2:  Identify Your Income & Expenses Step 3:  Putting it all Together   Start YOUR FREE Financial Plan Today: Now available – FREE ACCESS – to a Financial Planning Tool: Click here:  https://bit.ly/GetFinancialPlan   Connect with Danette Lowe, CFP® https://linktr.ee/trunorthwealth Visit Our Website:  https://www.TruNorthWealth.com   Episode Summary: We explore the importance of regularly dedicating a small amount of time to ensure your beneficiaries align with your wishes.  Discover why a beneficiary checkup is one of the best financial planning tips you'll ever receive. Life is ever-changing, and it's essential to regularly review and update your beneficiaries to ensure your assets are distributed according to your wishes.  By dedicating a small amount of time to conduct a beneficiary checkup, you can protect your loved ones and provide peace of mind for yourself. Follow Us on Facebook: https://www.facebook.com/TruNorthRetirementPlanning About Danette:  https://tinyurl.com/28pg94tt/ Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders.  We invite you to join our extended family and experience the TruNorth Wealth difference. Danette Lowe, CFP® Founder – Wealth Advisor TruNorth Wealth Management, LLC 1662 HWY 395 N, Suite 203, Minden, NV  89423 Connect with Danette @ https://linktr.ee/trunorthwealth This podcast is for informational purposes only.  The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.  Neither Commonwealth Financial Network nor your representative provides tax advice. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now that will go a long way toward planning an epic retirement. With over 20 years of experience as a Certified Financial Planning Professional, Danette joyously provides customized, actionable advice to help you confidently navigate the transition from uncertain net saver to peaceful net spender. She’s here to flip those feelings of shame, regret, or stress about retirement savings and help you see what CAN be done to prepare for your retirement. Maybe you want to find out if you’ve saved enough and if you can retire in the next few years, or maybe you have just moved or are considering changing careers and are curious about your 401K, pension, or social security benefits. If you’re starting to think about retirement and want to learn more about how and when you can stop working, whether you’ve saved enough, and what your retirement years might look like, you’re in the right place. Danette shares free resources, fresh perspectives, and easy-to-understand educational materials throughout this show about retirement planning in an effort to enhance and enrich your life, no matter your age, income, or retirement preparation level. Are you Ready to Retire? Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com Please see our terms of use here: www.commonwealth.com/termsofuse.html This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, NH, NV, NY, OR and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org http://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. ® Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 123 W. Nye Lane, Suite 520, Carson City, NV 89706 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com

المعلومات

  • صناع العمل
    Danette Lowe CFP®
  • سنوات النشاط
    ١٤٤٤ هـ - ١٤٤٦ هـ
  • الحلقات
    ٣١
  • التقييم
    ملائم
  • حقوق النشر
    © 2022
  • موقع البرنامج على الويب
    Ready To Retire!

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