In this video, Dale Payne, Financial Advisor, will be going over retirement planning and giving you some ideas on what to think about for your retirement. There are five major disciplines when it comes to financial planning. 1. Financial Planner 2. Financial Advisor 3. CPA (tax planner) 4. Licensed Insurance Agent 5. Stock Broker.
What do you want your retirement to look like? What is your retirement budget? How will you pay your bills? What are your medical costs? Do you have a plan of action when you retire?