Retirement planning is necessary for creating a successful life after work. However, life throws us curve balls that are sometimes out of our control and you need to have an additional plan in place when this happens. In this episode, we are joined by Dan Abramowitz, Regional Business Development Manager and Investment Advisor at Capital Investment Advisors’ Tampa office location. Dan talks through retirement backup plans and how they can save you when unexpected circumstances occur.
Dan also reveals blindsiding challenges he has seen from those entering retirement and stresses the significance of rediscovering your purpose and core pursuits in life. Additionally, Dan urges retirees to be prepared with a plan A, B, C, explains how there is only so much we can plan for, talks through pivoting when hit with life’s curveballs, and shares why we should focus on three priorities to live an efficient and fulfilling life.
This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
