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Healthy, Wealthy, & Wise Retirement Podcast


Jan 24, 2023

Today, we dive into the second half of Healthy, Wealthy, & Wise Retirement episodes from the year 2022. Once again, we focus on only a few key takeaways from each. If you are the type who likes to the the key points without all of the detail, hopefully you will enjoy this year in review.

 

Schedule an Intro Call with Loren

 

Resources from today's show:

Inflation- Issues to Consider

6 Life Changing Lessons

QUIZ: "What Type of Giver Are You?"

Risk Numbers- sample report

Investment Personality- sample report

Risk/Personality Assessment *complete to receive yours

Medicare Readiness Report™ *complete to receive yours

7 Ways to Invalidate Your Will

Five Charitable Giving Ideas

6 Lessons I've Learned

9 Considerations for RIAs

RMD Checklist

 

What is a Fiduciary?

About Me

Podcast Page 

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at shermanl@integrityguidance.com 

 

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube