Artwork

Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Introducing the Ready to Retire Podcast

3:32
 
Share
 

Manage episode 337162689 series 3379690
Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you Ready to Retire? Have you saved enough? At what age should you retire?

These and many more questions are probably swirling around in your head any time you look at your investment accounts or think about your 401k, pension, or social security. Or maybe you’re just tired of working and wondering when you’ll be able to quit confidently!

With Danette Lowe, CFP®, and her 20 years of experience in retirement planning, you’ll hear real stories, learn more about how to plan for an epic retirement successfully, and hear actionable advice to help you peacefully navigate the transition from working and saving to freedom and spending.

Every two weeks, you’ll hear fresh perspectives, gain access to helpful retirement workbooks, calculators, and other resources, plus learn what it might be like to work with a financial advisor who values love, joy, and integrity above all.

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:

Maybe you want to retire early, help care for grandkids, are thinking about a new business, or you want to travel the world, maybe all of the above! Listen here (and don’t forget to Follow this podcast!) to learn simple solutions to complex issues and get your retirement planning questions answered.

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.

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 337162689 series 3379690
Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Are you Ready to Retire? Have you saved enough? At what age should you retire?

These and many more questions are probably swirling around in your head any time you look at your investment accounts or think about your 401k, pension, or social security. Or maybe you’re just tired of working and wondering when you’ll be able to quit confidently!

With Danette Lowe, CFP®, and her 20 years of experience in retirement planning, you’ll hear real stories, learn more about how to plan for an epic retirement successfully, and hear actionable advice to help you peacefully navigate the transition from working and saving to freedom and spending.

Every two weeks, you’ll hear fresh perspectives, gain access to helpful retirement workbooks, calculators, and other resources, plus learn what it might be like to work with a financial advisor who values love, joy, and integrity above all.

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:

Maybe you want to retire early, help care for grandkids, are thinking about a new business, or you want to travel the world, maybe all of the above! Listen here (and don’t forget to Follow this podcast!) to learn simple solutions to complex issues and get your retirement planning questions answered.

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.

  continue reading

34 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play