You need to understand your risk profile

In this conversation, Ralph and Tim Short from Welcome Home Financial Partners discuss the complexities of retirement planning, emphasizing the importance of having a strategy beyond just saving in a 401(k). They highlight the need for personalized retirement plans, the role of financial advisors, and the significance of managing risk as individuals approach retirement. The discussion also touches on the unexpected life events that can impact retirement plans and uses driving analogies to illustrate the importance of adjusting one's approach as retirement nears.

Join the Short's for the First Friday Happy Hour: Is A Roth Conversion Right For You? register now at Welcome Home FP Events

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