Episode notes
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Jake is 63 years old with $785,000 saved and wondering if he can retire. In this episode of Rise in Retirement, we walk through Jake's situation to see if he’s ready to retire—or if more planning is needed.
DISCLAIMER: This content is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. Yo ...
Keywords
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