While each person’s situation is unique, certain commonalities exist among soon-to-be retirees and the decisions that lie ahead.  This video identifies a few shared retirement investing shifts that are key for developing an investment plan for retirement.

Never miss an upload by subscribing to the channel and clicking the bell, so you get all of my notifications.

Our team of financial planners would love to help in creating your retirement plan or other financial planning needs, learn more about our firm in Frisco, Texas here. We have helped hundreds of clients throughout the Dallas/Ft Worth area and would love to serve you as well.