Episode Details

From football player to Certified Financial Planner to podcaster, Joe Allaria is passionate about educating his clients and his listeners.

He spoke to us about the 3 levels of financial retirement.

Level one: Survival - Can I pay my bills when I retire? Typically, people that have this fear have not worked with a financial planner and are simply guessing at their financial state.

Level two: Survival plus - I can pay my bills, maybe take a trip or two, contribute to a charity of my choice.

Level three: True retirement fulfillment - this is where you begin to think about all that is possible now that you are not working.

He answered a lot of our questions about how to approach retirement planning, reviewing you goals and desires.

Joe shared a resource with us called:

10 Questions to ask before hiring a financial advisor. You can find it here. Financial Guides | CarsonAllaria Wealth | Glen Carbon, IL

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You can email me with questions or comments at wendy@heyboomer.biz

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Wendy Green is a Certified Life Coach, working with people going through the

sometimes uncomfortable life transition from full-time work to “what’s next.”

Find out more about Wendy’s 6-week “What’s Next Transition” Coaching workshop

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You can find Joe's podcast at retirementpowerhourpodcast.com