Laura Hawley – CFP®, President at Allen & Company
Dana Hurley – Financial Advisor at Allen & Company
In this episode, we discuss the most common Retirement myths, how and when to retire, the pros and cons of Retiring in Florida, top Retirement destinations and much more. We also look at the planning and decision-making process when it comes to how, when, and where to Retire within the top five Retirement cities.
In this episode we cover:
- The ago old question of “When is it the right time to Retire?” (1:05)
- Debunking some of the most common Retirement Myths (7:10)
- Where to retire and is Florida a good place to Retire? (17:09)
- Thoughts on Retiring in your home, Home Ownership, and aging in your home (28:09)
- How Transportation can play a major role in your Retirement destination (31:16)
Links From the Show:
Just because you’re retiring doesn’t mean you can step away from investing. – Laura Hawley, CFP®, President at Allen & Company
If you’re not physically working then you’ve got to have your money working for you. – Laura Hawley, CFP®, President at Allen & Company
You cannot start early enough when it comes to retirement planning. – Laura Hawley, CFP®, President at Allen & Company
Pay yourself first. – Dana Hurley, Financial Advisor at Allen & Company
Not just retiring in your house, but it’s aging in your home. – Dana Hurley, Financial Advisor at Allen & Company
Your retirement could very well last 30 years. – Dana Hurley, Financial Advisor at Allen & Company
About LAURA HAWLEY
Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.
A CERTIFIED FINANCIAL PLANNER™, Laura joined Allen & Company in 1983 and now serves as President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.
Laura’s holistic approach to financial planning, and her passion for teaching...