That Financial Guy
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and more you will find it here! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
That Financial Guy
8 Signs You Are Ready to Retire
Are you wondering if you’re truly ready to retire? In this episode, we explore the 8 key signs you’re ready to retire, covering everything from financial planning and health insurance to emotional readiness and lifestyle goals.
Whether you're in your 50s or early 60s and asking, “Can I retire soon?”—this episode breaks down:
- How to tell if burnout and stress are signs it’s time to retire
- Why emotional and mental readiness are just as important as money
- The importance of retiring to something meaningful
- What a solid retirement plan and withdrawal strategy really look like
- How to manage health insurance before Medicare
- Why paying off debt before retirement can make or break your plan
If you’re planning to retire in the next few years—or just thinking ahead—this is a must-listen for anyone who wants to retire with confidence.
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...