Episode 34 — 4 Areas of Preparation for Your Life Season Transition

Your fall season of life will be very different than your summer season. As you prepare for the oncoming transition, there are several financial considerations to keep in mind.

Today, Danielle Howard uncovers four financial areas to look at when preparing for your fall season: longevity, lifestyle, liquidity, and legacy. Danielle explains why each area is important to consider and highlights how they each differ in the accumulation phase compared to the distribution phase.

In this episode, you’ll learn:

  • Examples of how the accumulation and distribution phases are different from each other
  • How managing risk differs as you progress into your fall season
  • The importance of knowing how much is enough
  • How to ensure that you have the proper tools for navigating life’s ups and downs
  • When to start preparing for your transition into rewirement
  • And more!

Listen now and learn how to use Danielle’s 4 L’s to better prepare for your transition into your fall season of life!

 

 

Thank you for listening to the Wealth Done Differently Retirement Podcast click the subscribe button below to be notified when new episodes become available. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Wealth by Design LLC. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.  Always seek the advice of your financial adviser or other qualified service provider with any questions you may have regarding your investment planning. Danielle Howard, Certified Financial Planner is an investment adviser representative of Cambridge Investment Research Advisors a registered investment adviser. Securities offered through Cambridge investment research Inc. A broker dealer member FINRA SIPC Cambridge and wealth by design LLC are not affiliated.Soci

 

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