Episode 42 — How To See Beyond The Tip Of The Iceberg In Your Fall Season

What do icebergs have in common with your financial life?

In this episode, Danielle Howard discusses how your financial life during your fall season is similar to an iceberg. As you will soon learn, the portion of an iceberg that you can see floating in the water is only the tip of your financial life. The massive portion hidden below the waterline is the really important part; that is where the dangers lie, where the growth happens, and what keeps your tip above water.

In this episode, you’ll learn:

  • What unfavorable conditions might lie ahead as you journey into your fall season
  • The importance of taking the time to research the most effective way to optimize your Social Security benefit
  • Why being an active participant in your financial planning is key



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.

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