Episode Details

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Tara puts on her “financial planner” hat once again but this time to discuss the “numbers” side of retirement planning in hopes of alleviating some of the mystery and anxiety that often surround this topic.  

Tara outlines the challenges and uncertainties that can affect financial retirement planning including longevity, inflation, market volatility and unexpected life events. She gives special attention to concerns around inflation and social security. 

Together, Tara and Tina explore concepts such as net worth statements, retirement projections, and budget tracking. They stress the importance of using a financial advisor and how to find one you trust. 

They continue to focus on how to spend money in ways that bring happiness and peace of mind. Whether you are just starting your retirement planning or fine-tuning existing plans, this episode hopefully will provide you with the tools, information and resources you need to be financially ready for retirement.