Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
Why Better Questions Build Better Retirements (Part 2)
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Liz Whitteberry
In retirement planning, some questions are definitely better than others. A good question helps you reframe how you think about your money and improve the quality of your financial decisions. In our last episode, we talked about how to reframe five key questions to improve the quality of your answers for a better retirement. In today's episode, we're going to reframe another five questions.
Here’s some of what we discuss in today’s show:
- Why Social Security timing must be evaluated in the context of your entire financial strategy
- The emotional vs. mathematical considerations of paying off a mortgage before retirement
- Why avoiding market risk completely could create other risks that may hurt you more
- The pitfalls of moving everything to cash during volatility
- What you and your advisor should be reviewing regularly to stay aligned with your goals
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
