Episode 37: Things to Consider When Preparing for Retirement

Feb 15, 2023

Ready for retirement or do you still have work to do? On this episode, Isaac Wright, CFP®, ChFC® and Kevin Buenvenida, CFP®, have a great conversation about the things you should consider when preparing for retirement.

Download your free Financial Checklist and assess your retirement readiness by visiting FinancialDynamicsRVA.com. If you can’t check all the items, don’t go it alone. Call our office today and speak with one of our financial planners!

Here are just a handful of the things that we'll discuss:

  • How to make sure that your lifestyle needs are being met.
  • Common shortfalls to avoid if you plan to retire soon.
  • How family can play a role in preparing for retirement.
  • The benefits of working with a financial planner.




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