Retirement Reality: Setting Expectations & Finding the Right Planner

Want to get in touch? Send us a text!Imagine waking up one day, retired and excited to try everything, but only to end up overwhelmed and underwhelmed at the same time. Sounds familiar? Well, this story is about trying to cram all the activities in a single day at a state fair, but it's also a metaphor for retirement - you can't do it all, and golf isn't the only thing you can do! We're going to unpack this and more, not just about managing expectations but also about the role of a real finan...