Episode 63

full
Published on:

1st May 2025

Don't Have a Vision for Retirement? It's Time to Fix That!

Planning your retirement from a financial perspective is probably one of your most important goals. After all, you want to have enough money to live a good life. But what does that good life look like? If you’re like many people, you may not have defined clearly what your retirement years are going to be all about.

On the latest installment of Advance Your Wealth, we’re examining how you can craft and refine a compelling vision for your retirement. 

Chapters:

0:00 - Introduction

2:01 - This doesn't get enough attention

6:20 - Actionable steps for envisioning ideal retirement

13:53 - Key takeways

17:23 - Closing remarks

Show artwork for Advance Your Wealth With Homer Smith

About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.