Some of ๐๐ต๐ฒ ๐ฏ๐ถ๐ด๐ด๐ฒ๐๐ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป๐ we get regarding retirement are โHow much do I need to retire?โ and โWill I have enough for a comfortable retirement?โ Unfortunately, there is no one-size-fits-all answer to those questions… because retirement is ๐ป๐ผ๐ ๐ผ๐ป๐ฒ-๐๐ถ๐๐ฒ-๐ณ๐ถ๐๐-๐ฎ๐น๐น! ๐ โโ๏ธ ๐๐๐ ๐ผ๐๐๐ค๐ข๐ฅ๐ก๐๐จ๐๐๐ ๐๐ค๐ข๐๐ฃยฎ’๐จ 8th episode covers the reality of these questions and ways to ๐ณ๐ถ๐ป๐ฑ ๐๐ต๐ฒ ๐ฎ๐ป๐๐๐ฒ๐ฟ๐! By looking at your current spending and comparing it to what you want your retirement to look like, we can ๐ด๐ฒ๐ ๐๐ผ ๐๐ต๐ฒ ๐ฏ๐ผ๐๐๐ผ๐บ of these pressing concerns! ๐ Donโt wing your retirement planning, put it in the hands of a trusted professional! Reach out to us to get started and ๐ฝ๐๐ ๐๐ผ๐๐ฟ ๐บ๐ถ๐ป๐ฑ ๐ฎ๐ ๐ฒ๐ฎ๐๐ฒ! ๐
Do you have specific questions you would like to address with Cathy, Pete, and the team at Theia Financial directly? Book your Explore Session here.
Ready to talk about retirement?
DISCLOSURE: Theia Financialยฎ is an independent financial services firm helping individuals create retirement strategies using a proprietary planning process and insurance products to custom suit their needs and objectives.
Investment advisory services offered by Peter Mendell through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
None of the information contained on this channel shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this channel refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this channel are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individualโs situation.

