Part 1: Exploring the 7 Key Habits of Exceptionally Successful Retirees

Published on: Oct 28, 2023

In this episode of Beacon Retirement Strategies, we dive into the seven essential habits of successful retirees.

Part 1 covers the initial four habits, which include:

  • Developing a written plan
  • Implementing a risk assessment strategy
  • Incorporating a built-in inflation strategy

Listen to unravel the details of the fourth habit that is crucial to achieving retirement success.

The last thing you want to do is wind up in retirement having lost money or opportunity.

Without a comprehensive retirement plan, you could find yourself overpaying in taxes and fees, running out of income, being blindsided with unexpected healthcare expenses, and possibly even having to return to work. We offer a FREE Financial Plan Checkup to ensure you have a solid retirement plan in place. See how you can make your money work for you with a FREE Financial Plan Checkup.

Whether you work with us or not, we are happy to talk with you and give you a free second opinion. We’re all in this together.

Schedule your Free Financial Plan Checkup today.

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