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Ready To Retire!
Danette Lowe CFP®
34 episodes
1 week ago
Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you're in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the "How much money do you need to retire?" question starts to feel overwhelming and confusing. It doesn't have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now that will go a long way toward planning an epic retirement. With over 20 years of experience as a Certified Financial Planning Professional, Danette joyously provides customized, actionable advice to help you confidently navigate the transition from uncertain net saver to peaceful net spender. She's here to flip those feelings of shame, regret, or stress about retirement savings and help you see what CAN be done to prepare for your retirement. Maybe you want to find out if you've saved enough and if you can retire in the next few years, or maybe you have just moved or are considering changing careers and are curious about your 401K, pension, or social security benefits. If you're starting to think about retirement and want to learn more about how and when you can stop working, whether you've saved enough, and what your retirement years might look like, you're in the right place. Danette shares free resources, fresh perspectives, and easy-to-understand educational materials throughout this show about retirement planning in an effort to enhance and enrich your life, no matter your age, income, or retirement preparation level. Are you Ready to Retire? Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated. Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 1662 US Hwy 395N Suite #203, Minden, NV 89423 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com
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Investing
Education,
Business
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All content for Ready To Retire! is the property of Danette Lowe CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you're in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the "How much money do you need to retire?" question starts to feel overwhelming and confusing. It doesn't have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now that will go a long way toward planning an epic retirement. With over 20 years of experience as a Certified Financial Planning Professional, Danette joyously provides customized, actionable advice to help you confidently navigate the transition from uncertain net saver to peaceful net spender. She's here to flip those feelings of shame, regret, or stress about retirement savings and help you see what CAN be done to prepare for your retirement. Maybe you want to find out if you've saved enough and if you can retire in the next few years, or maybe you have just moved or are considering changing careers and are curious about your 401K, pension, or social security benefits. If you're starting to think about retirement and want to learn more about how and when you can stop working, whether you've saved enough, and what your retirement years might look like, you're in the right place. Danette shares free resources, fresh perspectives, and easy-to-understand educational materials throughout this show about retirement planning in an effort to enhance and enrich your life, no matter your age, income, or retirement preparation level. Are you Ready to Retire? Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated. Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 1662 US Hwy 395N Suite #203, Minden, NV 89423 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com
Show more...
Investing
Education,
Business
Episodes (20/34)
Ready To Retire!
Finding Passion & Purpose in Retirement
7 months ago
19 minutes 37 seconds

Ready To Retire!
Smart Budgeting for Retirees
8 months ago
14 minutes 35 seconds

Ready To Retire!
Easing Sibling Tensions when Settling Your Parents Trust
9 months ago
19 minutes 42 seconds

Ready To Retire!
5 Fun Ways to Boost Your Pre-Retirement Income
11 months ago
16 minutes 13 seconds

Ready To Retire!
How to Calculate Needs in Retirement for Couples and 5 Key Savings Strategies
1 year ago
14 minutes 35 seconds

Ready To Retire!
Tax-Free or Tax-Deferred? Roth vs. Traditional IRA, Which is Better? | Ep 28
2 years ago
13 minutes 46 seconds

Ready To Retire!
Ways to Reduce the Financial Stress of 5 Major Life Transitions
2 years ago
21 minutes 50 seconds

Ready To Retire!
10 Simple Tactics to Grow Your WEALTH in Your Free Time
2 years ago
18 minutes 46 seconds

Ready To Retire!
Reducing Investment Risks: Inflation, Interest Rates, Overspending & 8 Retirement Protection Strategies
2 years ago
24 minutes 39 seconds

Ready To Retire!
Before You Cash In: 6 Essential Tips to Maximize Your Social Security Benefits
2 years ago
15 minutes 59 seconds

Ready To Retire!
Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family
2 years ago
17 minutes

Ready To Retire!
Inflation and Your Retirement Plan – How to Cope with Rising Costs and Keep Your Savings Safe
2 years ago
15 minutes 32 seconds

Ready To Retire!
Banking Secrets Uncovered: Staying Safe with FDIC Insurance & Insider Story from the 2008 Crisis
2 years ago
16 minutes 19 seconds

Ready To Retire!
Retire with Confidence: 9 Mistakes to Avoid in Your Financial Planning
2 years ago
11 minutes 19 seconds

Ready To Retire!
The Power of Planning: 5 Key Benefits of Having a Financial Plan
2 years ago
13 minutes 50 seconds

Ready To Retire!
Navigating the Key Financial Milestones of Your Retirement Journey
2 years ago
17 minutes 22 seconds

Ready To Retire!
3 Income Tax Blunders to Avoid
2 years ago
19 minutes 46 seconds

Ready To Retire!
First Look at The Secure Act 2.0: NEW Retirement Planning Strategies
2 years ago
21 minutes 18 seconds

Ready To Retire!
9 Ways To Teach Kids About Money
2 years ago
16 minutes 8 seconds

Ready To Retire!
5 Key Considerations for Early Retirement
2 years ago
13 minutes 23 seconds

Ready To Retire!
Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you're in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the "How much money do you need to retire?" question starts to feel overwhelming and confusing. It doesn't have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now that will go a long way toward planning an epic retirement. With over 20 years of experience as a Certified Financial Planning Professional, Danette joyously provides customized, actionable advice to help you confidently navigate the transition from uncertain net saver to peaceful net spender. She's here to flip those feelings of shame, regret, or stress about retirement savings and help you see what CAN be done to prepare for your retirement. Maybe you want to find out if you've saved enough and if you can retire in the next few years, or maybe you have just moved or are considering changing careers and are curious about your 401K, pension, or social security benefits. If you're starting to think about retirement and want to learn more about how and when you can stop working, whether you've saved enough, and what your retirement years might look like, you're in the right place. Danette shares free resources, fresh perspectives, and easy-to-understand educational materials throughout this show about retirement planning in an effort to enhance and enrich your life, no matter your age, income, or retirement preparation level. Are you Ready to Retire? Connect with Danette and her team on Linkedin or visit www.trunorthwealth.com Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated. Danette Gay Lowe, CFP® TruNorth Wealth Management, LLC, 1662 US Hwy 395N Suite #203, Minden, NV 89423 Phone 775-364-0010 / Email: Hello@TruNorthWealth.com