Your Money Your Retirement Podcast Linda Gardner

How do you balance growth with protection in your retirement portfolio? Too much in growth can be risky…Yet, too much in protection may not last long enough! Can you design a retirement plan that allows you to do both?
with Joel Cavaliere CFP TM
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You’ve spent your entire career working hard and building up your nest egg to eventually use for retirement. When it comes time to crack the nest egg, are you ready for it? Distribution is a much different mindset and process than accumulation, and mistakes at this point can be costly. So, we’ll talk about why a well-thought-out retirement plan can help you reduce the risk and set you up for your successful retirement journey. Joining in this discussion is financial advisor Zach Roberts.

There is a wealth of informal advice readily available whenever you face major retirement planning decisions. Questions such as when to begin Social Security or which retirement accounts to withdraw from first lead to lots of myths and misinformation. 
Joel Cavaliere CFP TM will participate in addressing these topics.

Thinking of retiring? There are important things to consider before taking that big step!  We’ll share what you need to know before you decide to ride off into your next chapter.

Becky is an author and the CEO of Stonewood Financial in Louisville Kentucky.  With Becky’s unique background in government prior to joining Stonewood Financial, she brings incredible insight into what all of that ‘government speak’ potentially means for your financial future in retirement.

There’s no better time than now to stop “dripping nickels!”