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
Mom Knew Best: 7 Childhood Lessons to Apply to Retirement
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Liz Whitteberry
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Some of the best retirement advice may have started with the simple lessons your mom taught you growing up. In this special Mother’s Day episode, Liz connects timeless “mom wisdom” to real financial planning decisions that can shape your retirement future. From avoiding scams and irreversible mistakes to diversification, emergency savings, and estate planning, Liz walks through seven practical lessons that still matter today.
Here’s some of what we discuss in today’s show:
- Avoid financial offers that sound too good to be true
- Slow down before making irreversible retirement decisions
- Why diversification still matters in retirement
- Cover your retirement essentials before the “fun” spending
- Clean up your estate plan before your family has to
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
