Discovering Responsible Wealth

Last Check: Retirement Matters

Frank Congilose

On this podcast episode, Frank Congilose stresses the importance of early retirement planning to maintain desired lifestyle post-retirement. Starting early allows for better preparation and potentially more options in the future.  He emphasizes the importance of considering various life factors that contribute to overall well-being and financial security. 

He speaks to distribution planning in retirement and recognizing so many factors that play a part in what matters in life- health, money, lifestyle, relationships, home, and retirement.

2024-7257287.1 Exp 11/26

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