Beyond the Nest Egg: What Retirement Really Takes

What if your retirement plan isn’t a retirement plan at all?
In this episode of Aspire to Retire, Ralph and Tim Short unpack the critical differences between investment planning and retirement planning. They explore how income strategies, annuities, and tax implications shape a secure and satisfying retirement. Beyond the numbers, they dive into the emotional side of stepping away from work and the importance of preparing for a meaningful second act. Whether you're years away or already retired, this conversation offers clarity on building a well-structured plan that supports both financial stability and personal fulfillment.

Join the Short's for the First Friday Happy Hour on September 5th: "One Big Beautiful Bill", Retirement, & You!, register now at Welcome Home FP Events.

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