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Welcome to Roots of Wealth. A financial blog focusing on life, planning, and interesting information worthy of sharing with you.
Roots of Wealth is proudly managed by Crimmins Wealth Management Located in Ramsey, NJ.
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Retirement Video – Barry LaValley

December 12, 2018 by Dan Crimmins Leave a Comment

Maureen and I had the opportunity to host an event with global retirement expert Barry LaValley awhile ago.  Barry has become a friend of ours.  Unfortunately, we did not have the foresight to tape the presentation.  Fortunately for us, another financial advisor from New Zealand did tape the presentation.

During this 55 minute presentation, he discusses the important issues facing all of us as we age.  He discusses the mental and physical changes that will occur and how to prepare and understand them.  The key will be determining what will be fulfilling and meaningful activities for each of us during the last stage of our lives.  This stage may end up being the longest stage of your life!

Retirement photo

Where will you get the satisfaction that work used to provide? 

In the video, Barry will help you begin to think about the need to plan for your unique vision of your retirement.  Once that vision is determined, then you can begin to work on the task of determining how to fund this desire.

We try to help our clients plan for the issues where life and money meet.  Click on the link below:

Barry LaValley Seminar

Barry has a book on the topic as well:  So You Think Are Ready to Retire?

Have A Wealth Management Question? Click Here To Ask Dan

We hope this video helps you plan for the next and last adventure of your lives.  Give us a call if we can help you fulfill your retirement vision.

 

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The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

About Dan Crimmins

Dan Crimmins, co-founder of Crimmins Wealth Management, is a financial coach and fee only financial planner. Have a financial question? ASK DAN

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