The conversation opens with how retirement of today is different from that of our parents and grandparents.  Certainly, the dwindling away of the private sector pension is included along with longevity, changing habits of how and when we retire, and health care concerns that can come with a longer life.  Don and Ashley then present the best and worst performing sectors for 2022 and then move into a case study involving a couple with a retirement target date of five years from now.  He showed how they inventoried their assets, evaluated their risk score, and worked to build solid retirement income into their plan.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

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