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Retirement Goals

Hosted by: Laura Hawley Special guest: Holland Henderson

February 13, 2019

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Holland Henderson – Financial Advisor at Allen & Company

In this episode, we discuss the very important question; “Will I be financially secure?” The reality is that what you are doing today is going to certainly be part of determining where you’re going to end up, as far as your retirement destination. We also talk about managing your retirement assets and the factors that depends on, such as your goals, risk tolerance, etc.

In this episode we cover:

  • Economic Compass. (3:19)
  • Managing your retirement assets. (5:50)
  • Roadblocks that we see on a given basis that hinder that retirement planning. (11:13)
  • How pre-retirees can plan for retirement. (28:37)
  • Let’s talk about risk. (31:41)

Links From the Show:

Tweetable Topics:

Investor sentiments are kind of what swings the market around. – Holland Henderson, Financial Advisor at Allen & Company

Money is finite. – Holland Henderson, Financial Advisor at Allen & Company

It’s one thing to write down a goal, it’s another thing to do the planning around it to make sure that you can meet those goals. – Laura Hawley, CFP®, President at Allen & Company

We can’t just assume that the money is always going to be there. – Laura Hawley, CFP®, President at Allen & Company

That’s a frightening thing that can become very much a reality to where you outlive your money. – Holland Henderson, Financial Advisor at Allen & Company

The power of having tax-advantaged products is beneficial in your retirement. – Holland Henderson, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

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