Demystifying Retirement Planning: Your Path to Clarity
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In a recent survey of 2,000 individuals, conducted by a Harris Poll, a staggering 70% found retirement planning unnecessarily complicated. That's a sentiment many of us can relate to. So, where are people turning for information? The survey revealed that 43% rely on their own research, while 39% look to their employers, 27% seek advice from family members, and only 10% attend retirement planning classes or seminars.
Steve recognizes the challenges of navigating this complex landscape. He acknowledges the frustrations many face when trying to decipher financial jargon and overwhelming information online. Retirement planning should be straightforward, centered on the idea of saving to replace your paycheck when you retire. But, as Steve points out, the financial world has a knack for making simple concepts seem daunting.
That's where Steve steps in as a translator and educator. His mission is to simplify retirement planning and help his clients understand their options. He's a firm believer in providing clients with all the available choices, as acting in their best interests is his top priority. Steve emphasizes the importance of protecting your hard-earned money, especially as you approach retirement, when it becomes increasingly difficult to recover losses.
Steve's dedication to demystifying retirement planning led him to write the book "Tee Up Your Retirement," a resource designed to provide a foundational understanding of retirement finances. He's even offering free copies to those seeking guidance.
If you're feeling overwhelmed by the complexities of retirement planning or just want to ensure you're making the right decisions for your financial future, Steve and his team at Fairway Financial are here to help. They'll guide you through the maze of options and tailor a plan to fit your unique needs.
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182 episodes