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Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Today we’re going to tell you about the things that everyone will need to take into account when planning for their retirement. We all might address them in our own personal way, but all of these universal truths need to be factored in to retirement.
Plus, we’ll dive into an article we found on artificial intelligence and its role in financial planning. Can it provide you with enough guidance to replace a human financial advisor? We’ll share the results on the show and get J’Neanne’s thoughts on the role AI can play in planning.
We’ll also find out what J’Neanne feels is the most beautiful place she’s ever visited during our getting to know segment, and we’ll close the show out with a great question about how much is okay to spend on a forever home in retirement. There’s a lot to discuss today so let’s get started!
Here’s some of what we discuss in this episode:
0:00 – Intro
2:02 – AI vs Financial Advisor
11:48 – Universal retirement truths
23:10 – Getting to Know J’Neanne – Most beautiful place to visit
26:25 – How much is too much to spend on our forever home?
34:34 – 7 Secrets to a Smart Retirement
