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It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time.
Today, Jake shines a flashlight on five of the biggest financial frights and how to prepare for them. Most of what scares people about retirement isn't the event itself. It's not knowing what happens next. A plan won't make the unknowns disappear, but it can make them a lot less frightening. Happy Halloween.
Here’s what we discuss in this episode:
💸 Running Out: Know what you can safely spend
📉 Market Risk: Match investments to actual needs
🏥 Healthcare: Prepare for rising medical expenses
🩺 Long-Term Care: Discuss difficult possibilities early
❤️ Losing Spouse: Prepare for life-changing transitions
🧭 Clarity: Replace uncertainty with informed planning
Connect with us:
Web: https://rosewoodwealthmanagement.com/
Phone: 919-391-3446
Schedule a Meeting: http://www.meetwithrosewood.com
Check us out on YouTube: https://bit.ly/46RaLvL
