Are you truly ready for a financially fit retirement? Have you taken the critical steps to manage your investments, cash, tax liabilities and estate planning? If you aren’t sure, our next guest can help.
Murs Tariq is a CERTIFIED FINANCIAL PLANNER™ and a Partner at Peace of Mind Wealth Management. With over a decade of expertise in retirement planning, Murs is dedicated to helping clients pursue their ideal retirement. As an author and co-host of the ‘Secure Your Retirement’ show, Murs speaks on investing with risk management, income planning and tax planning for and during retirement.
In this episode he tells us why his ideal client is 10-15 years away from retirement, because there is still much to do, plenty of time to do it, and opportunities to review and adapt along the way. In addition, he talks about the importance of a written retirement income and spending plan, an investment strategy that fits your comfort level, having beneficiaries in order, and more.
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
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Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being. With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.