Make Life Happen

Meet Capstone Planning - Investments, Retirement Planning and More

June 04, 2024 Capstone Planning
Meet Capstone Planning - Investments, Retirement Planning and More
Make Life Happen
More Info
Make Life Happen
Meet Capstone Planning - Investments, Retirement Planning and More
Jun 04, 2024
Capstone Planning

In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and connecting the dots to achieve those objectives. He also addresses common questions about Social Security, including when to take benefits, how working affects benefits, and the potential reduction of benefits in the future. 

00:00   Introduction to Retirement Planning and Make Life Happen Book
00:51   Keith Wiltfong's Book "Make Life Happen: Your Guide To The Better Retirement Journey"
05:49   Social Security Pop Quiz
22:17   Wrap up and contact information

Show Notes

In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and connecting the dots to achieve those objectives. He also addresses common questions about Social Security, including when to take benefits, how working affects benefits, and the potential reduction of benefits in the future. 

00:00   Introduction to Retirement Planning and Make Life Happen Book
00:51   Keith Wiltfong's Book "Make Life Happen: Your Guide To The Better Retirement Journey"
05:49   Social Security Pop Quiz
22:17   Wrap up and contact information